MXFRX Mutual Fund

NAV$11.10

Returns Overview

1 Month
+0.36%
3 Months
+5.87%
6 Months
+6.07%
YTD
+5.67%
1 Year
+10.45%
3 Years (annualized)
+10.02%
5 Years (annualized)
+4.47%
10 Years (annualized)
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXFRX 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
ICE BofA ML US High Yield Index
This Mutual Fund (YTD)
+5.67%
Peer Avg (YTD)
+3.23%
vs Peers
+2.44%

MXFRX Mutual Fund Performance

MXFRX performance across multiple time periods: 1-month 0.36%, YTD 5.67%, 1-year 10.45%, 3-year 10.02%, 5-year 4.47%, 10-year 6.09%.

MXFRX returns outperform the peer average of 3.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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