MAAQX Mutual Fund

MAAQX Mutual Fund

NAV$2.41
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Returns Overview

1 Month
+3.04%
3 Months
+2.16%
6 Months
+0.42%
YTD
+0.85%
1 Year
+7.52%
3 Years (annualized)
+7.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAAQX 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
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📉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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.85%
Peer Avg (YTD)
+4.51%
vs Peers
-3.66%

MAAQX Mutual Fund Performance

MAAQX performance across multiple time periods: 1-month 3.04%, YTD 0.85%, 1-year 7.52%, 3-year 7.65%.

MAAQX returns trail the peer average of 4.51% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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