MXXJX Mutual Fund

MXXJX Mutual Fund

NAV$9.70
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Returns Overview

1 Month
+0.31%
3 Months
+0.51%
6 Months
+0.62%
YTD
+1.35%
1 Year
+2.99%
3 Years (annualized)
+4.53%
5 Years (annualized)
+2.43%
10 Years (annualized)
+2.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year Credit Index(^BB3YCRI)
This Mutual Fund (YTD)
+1.35%
Peer Avg (YTD)
+2.15%
vs Peers
-0.81%

MXXJX Mutual Fund Performance

MXXJX performance across multiple time periods: 1-month 0.31%, YTD 1.35%, 1-year 2.99%, 3-year 4.53%, 5-year 2.43%, 10-year 2.66%.

MXXJX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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