MXLSX Mutual Fund

NAV$49.39

Returns Overview

1 Month
+6.35%
3 Months
+16.65%
6 Months
+21.55%
YTD
+20.76%
1 Year
+30.37%
3 Years (annualized)
+15.01%
5 Years (annualized)
+9.13%
10 Years (annualized)
+11.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXLSX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.76%
Peer Avg (YTD)
+18.52%
vs Peers
+2.23%

MXLSX Mutual Fund Performance

MXLSX performance across multiple time periods: 1-month 6.35%, YTD 20.76%, 1-year 30.37%, 3-year 15.01%, 5-year 9.13%, 10-year 11.45%.

MXLSX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.09%, investors should weigh costs against performance when evaluating this mutual fund.

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