MXFIX Mutual Fund

NAV$8.53

Returns Overview

1 Month
+0.05%
3 Months
+1.42%
6 Months
-0.56%
YTD
-0.44%
1 Year
+0.95%
3 Years (annualized)
+5.72%
5 Years (annualized)
+4.40%
10 Years (annualized)
+4.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFIX 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/LSTA US Leveraged Loan Index(^SPLSTALLI)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+3.23%
vs Peers
-3.67%

MXFIX Mutual Fund Performance

MXFIX performance across multiple time periods: 1-month 0.05%, YTD -0.44%, 1-year 0.95%, 3-year 5.72%, 5-year 4.40%, 10-year 4.22%.

MXFIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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