MXLGX Mutual Fund

MXLGX Mutual Fund

NAV$10.43
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Returns Overview

1 Month
-3.21%
3 Months
+1.52%
6 Months
+2.10%
YTD
+2.98%
1 Year
-0.24%
3 Years (annualized)
+19.57%
5 Years (annualized)
+8.89%
10 Years (annualized)
+16.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLGX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+2.98%
Peer Avg (YTD)
+4.64%
vs Peers
-1.66%

MXLGX Mutual Fund Performance

MXLGX performance across multiple time periods: 1-month -3.21%, YTD 2.98%, 1-year -0.24%, 3-year 19.57%, 5-year 8.89%, 10-year 16.60%.

MXLGX returns trail the peer average of 4.64% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

MXLGX vs another fund shows side-by-side returns. MXLGX alternatives are available in the Mutual Fund Screener.