MXISX Mutual Fund

NAV$16.02

Returns Overview

1 Month
+7.19%
3 Months
+19.48%
6 Months
+23.55%
YTD
+22.32%
1 Year
+36.76%
3 Years (annualized)
+14.82%
5 Years (annualized)
+5.55%
10 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXISX 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 Small Cap 600 Index(^SML600:SP)
This Mutual Fund (YTD)
+22.32%
Peer Avg (YTD)
+18.52%
vs Peers
+3.79%

MXISX Mutual Fund Performance

MXISX performance across multiple time periods: 1-month 7.19%, YTD 22.32%, 1-year 36.76%, 3-year 14.82%, 5-year 5.55%, 10-year 9.71%.

MXISX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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