SXMAX Mutual Fund

SXMAX Mutual Fund

NAV$16.74
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Returns Overview

1 Month
+1.47%
3 Months
+4.37%
6 Months
+5.88%
YTD
+9.72%
1 Year
+11.69%
3 Years (annualized)
+10.65%
5 Years (annualized)
+6.30%
10 Years (annualized)
+7.59%

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
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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
S&P 500 Index Total Return
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+7.17%
vs Peers
+2.54%

SXMAX Mutual Fund Performance

SXMAX performance across multiple time periods: 1-month 1.47%, YTD 9.72%, 1-year 11.69%, 3-year 10.65%, 5-year 6.30%, 10-year 7.59%.

SXMAX returns outperform the peer average of 7.17% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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