MXXLX Mutual Fund

MXXLX Mutual Fund

NAV$22.77
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+0.72%
3 Months
+12.70%
6 Months
+11.12%
YTD
+10.30%
1 Year
+20.41%
3 Years (annualized)
+14.78%
5 Years (annualized)
+6.94%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXLX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+10.30%
Peer Avg (YTD)
+7.64%
vs Peers
+2.66%

MXXLX Mutual Fund Performance

MXXLX performance across multiple time periods: 1-month 0.72%, YTD 10.30%, 1-year 20.41%, 3-year 14.78%, 5-year 6.94%, 10-year 9.71%.

MXXLX returns outperform the peer average of 7.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

MXXLX performance comparison shows side-by-side returns with another fund. MXXLX alternatives are available in the Mutual Fund Screener.