MXXIX Mutual Fund

NAV$64.03

Returns Overview

1 Month
+6.15%
3 Months
+21.41%
6 Months
+20.82%
YTD
+20.82%
1 Year
+26.93%
3 Years (annualized)
+32.13%
5 Years (annualized)
+15.78%
10 Years (annualized)
+20.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXXIX 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)
+20.82%
Peer Avg (YTD)
+10.82%
vs Peers
+10.00%

MXXIX Mutual Fund Performance

MXXIX performance across multiple time periods: 1-month 6.15%, YTD 20.82%, 1-year 26.93%, 3-year 32.13%, 5-year 15.78%, 10-year 20.26%.

MXXIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.31%, investors should weigh costs against performance when evaluating this mutual fund.

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