SXMAX Mutual Fund

NAV$17.21

Returns Overview

3 Months
+5.06%
6 Months
+5.12%
YTD
+5.12%
1 Year
+9.57%
3 Years (annualized)
+9.35%
5 Years (annualized)
+5.90%
10 Years (annualized)
+7.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index Total Return
This Mutual Fund (YTD)
+5.12%
Peer Avg (YTD)
+6.73%
vs Peers
-1.60%

SXMAX Mutual Fund Performance

SXMAX performance across multiple time periods: YTD 5.12%, 1-year 9.57%, 3-year 9.35%, 5-year 5.90%, 10-year 7.43%.

SXMAX returns trail the peer average of 6.73% YTD. With an expense ratio of 1.25%, investors should weigh costs against performance when evaluating this mutual fund.

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