SXMAX Mutual Fund

SXMAX Mutual Fund

NAV$17.30
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Returns Overview

1 Month
+3.63%
3 Months
+1.86%
6 Months
+6.04%
YTD
+9.38%
1 Year
+11.43%
3 Years (annualized)
+13.72%
5 Years (annualized)
+6.74%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would SXMAX 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 500 Index Total Return
This Mutual Fund (YTD)
+9.38%
Peer Avg (YTD)
+6.20%
vs Peers
+3.18%

SXMAX Mutual Fund Performance

SXMAX performance across multiple time periods: 1-month 3.63%, YTD 9.38%, 1-year 11.43%, 3-year 13.72%, 5-year 6.74%, 10-year 7.83%.

SXMAX returns outperform the peer average of 6.20% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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