XMXFX Mutual Fund

NAV$24.58

Returns Overview

1 Month
-1.17%
3 Months
+0.41%
6 Months
-3.72%
YTD
+6.36%
1 Year
+23.64%
3 Years (annualized)
+8.85%
5 Years (annualized)
+11.41%
10 Years (annualized)
+8.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would XMXFX 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
MSCI Mexico Index(MXMX)
This Mutual Fund (YTD)
+6.36%
Peer Avg (YTD)
+7.61%
vs Peers
-1.25%

XMXFX Mutual Fund Performance

XMXFX performance across multiple time periods: 1-month -1.17%, YTD 6.36%, 1-year 23.64%, 3-year 8.85%, 5-year 11.41%, 10-year 8.55%.

XMXFX returns trail the peer average of 7.61% YTD. With an expense ratio of 1.32%, investors should weigh costs against performance when evaluating this mutual fund.

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