MXYKX Mutual Fund

MXYKX Mutual Fund

NAV$4.97
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Returns Overview

1 Month
-2.56%
3 Months
+1.02%
6 Months
+1.85%
YTD
+1.64%
1 Year
+3.89%
3 Years (annualized)
+5.90%
5 Years (annualized)
+2.07%
10 Years (annualized)
+9.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXYKX 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)
+1.64%
Peer Avg (YTD)
+9.54%
vs Peers
-7.90%

MXYKX Mutual Fund Performance

MXYKX performance across multiple time periods: 1-month -2.56%, YTD 1.64%, 1-year 3.89%, 3-year 5.90%, 5-year 2.07%, 10-year 9.55%.

MXYKX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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