MAAUX Mutual Fund

NAV$2.36
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Returns Overview

1 Month
+3.11%
3 Months
+2.20%
6 Months
+0.43%
YTD
+0.87%
1 Year
+7.25%
3 Years (annualized)
+7.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAAUX 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

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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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+0.87%
Peer Avg (YTD)
+4.51%
vs Peers
-3.64%

MAAUX Mutual Fund Performance

MAAUX performance across multiple time periods: 1-month 3.11%, YTD 0.87%, 1-year 7.25%, 3-year 7.30%.

MAAUX returns trail the peer average of 4.51% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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