MXYKX Mutual Fund

MXYKX Mutual Fund

NAV$4.93
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Returns Overview

1 Month
+2.02%
3 Months
+1.81%
6 Months
+1.41%
YTD
+3.70%
1 Year
+4.82%
3 Years (annualized)
+4.47%
5 Years (annualized)
-0.31%
10 Years (annualized)
+8.56%

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
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📉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)
+3.70%
Peer Avg (YTD)
+9.89%
vs Peers
-6.19%

MXYKX Mutual Fund Performance

MXYKX performance across multiple time periods: 1-month 2.02%, YTD 3.70%, 1-year 4.82%, 3-year 4.47%, 5-year -0.31%, 10-year 8.56%.

MXYKX returns trail the peer average of 9.89% 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.