MXXIX Mutual Fund

MXXIX Mutual Fund

NAV$65.64
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Returns Overview

1 Month
-5.13%
3 Months
+3.36%
6 Months
+9.23%
YTD
+14.63%
1 Year
+17.71%
3 Years (annualized)
+27.68%
5 Years (annualized)
+10.04%
10 Years (annualized)
+16.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXIX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+14.63%
Peer Avg (YTD)
+9.54%
vs Peers
+5.09%

MXXIX Mutual Fund Performance

MXXIX performance across multiple time periods: 1-month -5.13%, YTD 14.63%, 1-year 17.71%, 3-year 27.68%, 5-year 10.04%, 10-year 16.02%.

MXXIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

MXXIX vs another fund shows side-by-side returns. MXXIX alternatives are available in the Mutual Fund Screener.