MXIOX Mutual Fund

NAV$9.14

Returns Overview

1 Month
-0.65%
3 Months
+0.66%
6 Months
+0.88%
YTD
+0.88%
1 Year
+3.19%
3 Years (annualized)
+4.75%
5 Years (annualized)
+1.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIOX 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 1-10 Year US Treasury Inflation-Protected Securities (TIPS) Index(BBG1T10TIPS)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+3.23%
vs Peers
-2.34%

MXIOX Mutual Fund Performance

MXIOX performance across multiple time periods: 1-month -0.65%, YTD 0.88%, 1-year 3.19%, 3-year 4.75%, 5-year 1.59%.

MXIOX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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