MXTFX Mutual Fund

NAV$8.42

Returns Overview

1 Month
+6.28%
3 Months
+16.76%
6 Months
+21.73%
YTD
+20.85%
1 Year
+30.71%
3 Years (annualized)
+12.21%
5 Years (annualized)
+6.08%
10 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXTFX 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 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.85%
Peer Avg (YTD)
+18.52%
vs Peers
+2.32%

MXTFX Mutual Fund Performance

MXTFX performance across multiple time periods: 1-month 6.28%, YTD 20.85%, 1-year 30.71%, 3-year 12.21%, 5-year 6.08%, 10-year 9.31%.

MXTFX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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