MXEBX Mutual Fund

NAV$18.99

Returns Overview

1 Month
+1.28%
3 Months
+14.79%
6 Months
+12.23%
YTD
+11.77%
1 Year
+23.63%
3 Years (annualized)
+19.36%
5 Years (annualized)
+13.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXEBX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+9.51%
vs Peers
+2.26%

MXEBX Mutual Fund Performance

MXEBX performance across multiple time periods: 1-month 1.28%, YTD 11.77%, 1-year 23.63%, 3-year 19.36%, 5-year 13.27%.

MXEBX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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