MXMGX Mutual Fund

NAV$40.22

Returns Overview

1 Month
+2.25%
3 Months
+9.19%
6 Months
+4.64%
YTD
+4.01%
1 Year
+6.97%
3 Years (annualized)
+6.97%
5 Years (annualized)
+2.06%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXMGX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.01%
Peer Avg (YTD)
+10.82%
vs Peers
-6.80%

MXMGX Mutual Fund Performance

MXMGX performance across multiple time periods: 1-month 2.25%, YTD 4.01%, 1-year 6.97%, 3-year 6.97%, 5-year 2.06%, 10-year 9.59%.

MXMGX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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