MXZMX Mutual Fund

NAV$7.67

Returns Overview

1 Month
-1.29%
3 Months
-1.03%
6 Months
-3.40%
YTD
-2.17%
1 Year
-0.28%
3 Years (annualized)
+3.64%
5 Years (annualized)
-1.19%
10 Years (annualized)
+0.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXZMX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Bloomberg Global Aggregate Index
This Mutual Fund (YTD)
-2.17%
Peer Avg (YTD)
+0.99%
vs Peers
-3.16%

MXZMX Mutual Fund Performance

MXZMX performance across multiple time periods: 1-month -1.29%, YTD -2.17%, 1-year -0.28%, 3-year 3.64%, 5-year -1.19%, 10-year 0.64%.

MXZMX returns trail the peer average of 0.99% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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