MXERX Mutual Fund

NAV$7.04

Returns Overview

1 Month
+7.29%
3 Months
+19.66%
6 Months
+23.64%
YTD
+22.57%
1 Year
+37.26%
3 Years (annualized)
+14.65%
5 Years (annualized)
+4.40%
10 Years (annualized)
+8.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXERX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.57%
Peer Avg (YTD)
+18.52%
vs Peers
+4.04%

MXERX Mutual Fund Performance

MXERX performance across multiple time periods: 1-month 7.29%, YTD 22.57%, 1-year 37.26%, 3-year 14.65%, 5-year 4.40%, 10-year 8.93%.

MXERX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.21%, investors should weigh costs against performance when evaluating this mutual fund.

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