MXNZX Mutual Fund

MXNZX Mutual Fund

NAV$8.11
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Returns Overview

1 Month
+1.90%
3 Months
-2.27%
6 Months
+1.12%
YTD
+11.79%
1 Year
+14.10%
3 Years (annualized)
+17.20%
5 Years (annualized)
+6.99%
10 Years (annualized)
+10.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXNZX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Midcap 400 Index(MID)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+10.76%
vs Peers
+1.03%

MXNZX Mutual Fund Performance

MXNZX performance across multiple time periods: 1-month 1.90%, YTD 11.79%, 1-year 14.10%, 3-year 17.20%, 5-year 6.99%, 10-year 10.77%.

MXNZX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.19%, investors should weigh costs against performance when evaluating this mutual fund.

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