MXETX Mutual Fund

NAV$14.97

Returns Overview

1 Month
+1.32%
3 Months
+14.73%
6 Months
+12.10%
YTD
+11.67%
1 Year
+23.20%
3 Years (annualized)
+18.59%
5 Years (annualized)
+11.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXETX 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)
+11.67%
Peer Avg (YTD)
+9.51%
vs Peers
+2.16%

MXETX Mutual Fund Performance

MXETX performance across multiple time periods: 1-month 1.32%, YTD 11.67%, 1-year 23.20%, 3-year 18.59%, 5-year 11.36%.

MXETX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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