MXXLX Mutual Fund

MXXLX Mutual Fund

NAV$22.03
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Returns Overview

1 Month
+1.89%
3 Months
+2.26%
6 Months
+7.15%
YTD
+11.98%
1 Year
+18.45%
3 Years (annualized)
+15.30%
5 Years (annualized)
+6.82%
10 Years (annualized)
+9.43%

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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+11.98%
Peer Avg (YTD)
+8.76%
vs Peers
+3.22%

MXXLX Mutual Fund Performance

MXXLX performance across multiple time periods: 1-month 1.89%, YTD 11.98%, 1-year 18.45%, 3-year 15.30%, 5-year 6.82%, 10-year 9.43%.

MXXLX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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