MXXIX Mutual Fund

NAV$65.51

Returns Overview

1 Month
+2.63%
3 Months
+4.01%
6 Months
+14.51%
YTD
+13.82%
1 Year
+29.65%
3 Years
+32.72%
5 Years
+15.53%
10 Years
+19.46%

Risk Metrics (1-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+13.82%
Peer Avg (YTD)
+7.55%
vs Peers
+6.27%

MXXIX Mutual Fund Performance

MXXIX performance across multiple time periods: 1-month 2.63%, YTD 13.82%, 1-year 29.65%, 3-year 32.72%, 5-year 15.53%, 10-year 19.46%.

MXXIX returns outperform the peer average of 7.55% 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.