MAALX Mutual Fund

MAALX Mutual Fund

NAV$35.43
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Returns Overview

1 Month
+0.90%
3 Months
+3.44%
6 Months
+6.28%
YTD
+8.97%
1 Year
+15.38%
3 Years (annualized)
+13.41%
5 Years (annualized)
+7.39%
10 Years (annualized)
+10.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAALX 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
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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 Stock Index(SPSI)
This Mutual Fund (YTD)
+8.97%
Peer Avg (YTD)
+6.57%
vs Peers
+2.40%

MAALX Mutual Fund Performance

MAALX performance across multiple time periods: 1-month 0.90%, YTD 8.97%, 1-year 15.38%, 3-year 13.41%, 5-year 7.39%, 10-year 10.90%.

MAALX returns outperform the peer average of 6.57% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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