MXIVX Mutual Fund

NAV$17.35

Returns Overview

1 Month
+1.64%
3 Months
+3.77%
6 Months
+2.36%
YTD
+8.51%
1 Year
+21.40%
3 Years (annualized)
+18.24%
5 Years (annualized)
+9.68%
10 Years (annualized)
+9.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXIVX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+8.51%
Peer Avg (YTD)
+8.71%
vs Peers
-0.21%

MXIVX Mutual Fund Performance

MXIVX performance across multiple time periods: 1-month 1.64%, YTD 8.51%, 1-year 21.40%, 3-year 18.24%, 5-year 9.68%, 10-year 9.41%.

MXIVX returns trail the peer average of 8.71% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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