MXGMX Mutual Fund

NAV$11.03

Returns Overview

1 Month
+0.27%
3 Months
+0.36%
6 Months
+0.45%
YTD
+0.54%
1 Year
+3.04%
3 Years (annualized)
+3.42%
5 Years (annualized)
-0.28%
10 Years (annualized)
+0.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXGMX 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
Bloomberg US Government/Mortgage Index(^BBGUSGMI)
This Mutual Fund (YTD)
+0.54%
Peer Avg (YTD)
+3.23%
vs Peers
-2.69%

MXGMX Mutual Fund Performance

MXGMX performance across multiple time periods: 1-month 0.27%, YTD 0.54%, 1-year 3.04%, 3-year 3.42%, 5-year -0.28%, 10-year 0.77%.

MXGMX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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