MAAKX Mutual Fund

NAV$25.38

Returns Overview

1 Month
+1.28%
3 Months
+15.23%
6 Months
+12.37%
YTD
+11.81%
1 Year
+21.34%
3 Years (annualized)
+16.80%
5 Years (annualized)
+8.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAAKX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+11.81%
Peer Avg (YTD)
+9.51%
vs Peers
+2.30%

MAAKX Mutual Fund Performance

MAAKX performance across multiple time periods: 1-month 1.28%, YTD 11.81%, 1-year 21.34%, 3-year 16.80%, 5-year 8.68%.

MAAKX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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