MXIIX Mutual Fund

NAV$10.17

Returns Overview

1 Month
-1.93%
3 Months
-2.21%
6 Months
-2.96%
YTD
-2.31%
1 Year
+4.75%
3 Years (annualized)
+6.05%
5 Years (annualized)
+2.47%
10 Years (annualized)
+3.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIIX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-2.31%
Peer Avg (YTD)
+3.23%
vs Peers
-5.53%

MXIIX Mutual Fund Performance

MXIIX performance across multiple time periods: 1-month -1.93%, YTD -2.31%, 1-year 4.75%, 3-year 6.05%, 5-year 2.47%, 10-year 3.60%.

MXIIX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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