MAACX Mutual Fund

NAV$11.32

Returns Overview

1 Month
+2.65%
3 Months
+2.25%
6 Months
+2.79%
YTD
+2.84%
1 Year
+10.70%
3 Years (annualized)
+2.58%
5 Years (annualized)
+4.40%
10 Years (annualized)
+5.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAACX 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
Aggressive Allocation Fund Custom Index
This Mutual Fund (YTD)
+2.84%
Peer Avg (YTD)
+2.83%
vs Peers
+0.01%

MAACX Mutual Fund Performance

MAACX performance across multiple time periods: 1-month 2.65%, YTD 2.84%, 1-year 10.70%, 3-year 2.58%, 5-year 4.40%, 10-year 5.28%.

MAACX returns outperform the peer average of 2.83% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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