MXZHX Mutual Fund

MXZHX Mutual Fund

NAV$4.97
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Returns Overview

1 Month
+1.93%
3 Months
+2.33%
6 Months
+7.33%
YTD
+12.13%
1 Year
+19.00%
3 Years (annualized)
+18.91%
5 Years (annualized)
+8.17%
10 Years (annualized)
+12.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXZHX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+12.13%
Peer Avg (YTD)
+8.76%
vs Peers
+3.37%

MXZHX Mutual Fund Performance

MXZHX performance across multiple time periods: 1-month 1.93%, YTD 12.13%, 1-year 19.00%, 3-year 18.91%, 5-year 8.17%, 10-year 12.19%.

MXZHX returns outperform the peer average of 8.76% YTD. With an expense ratio of 0.53%, investors should weigh costs against performance when evaluating this mutual fund.

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