MXFNX Mutual Fund

NAV$8.52

Returns Overview

1 Month
+0.02%
3 Months
+1.35%
6 Months
-0.55%
YTD
-0.55%
1 Year
+0.71%
3 Years (annualized)
+5.37%
5 Years (annualized)
+4.29%
10 Years (annualized)
+4.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFNX 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)
-0.55%
Peer Avg (YTD)
+3.23%
vs Peers
-3.77%

MXFNX Mutual Fund Performance

MXFNX performance across multiple time periods: 1-month 0.02%, YTD -0.55%, 1-year 0.71%, 3-year 5.37%, 5-year 4.29%, 10-year 4.12%.

MXFNX returns trail the peer average of 3.23% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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