MIXMX Mutual Fund

NAV$9.09

Returns Overview

1 Month
-0.22%
3 Months
-0.66%
6 Months
-1.41%
YTD
-1.52%
1 Year
+2.61%
3 Years (annualized)
+4.32%
5 Years (annualized)
+1.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MIXMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
-1.52%
Peer Avg (YTD)
+3.23%
vs Peers
-4.74%

MIXMX Mutual Fund Performance

MIXMX performance across multiple time periods: 1-month -0.22%, YTD -1.52%, 1-year 2.61%, 3-year 4.32%, 5-year 1.50%.

MIXMX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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