MABAX Mutual Fund

MABAX Mutual Fund

NAV$20.60
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Returns Overview

1 Month
+5.39%
3 Months
+10.80%
6 Months
+11.22%
YTD
+15.71%
1 Year
+30.60%
3 Years (annualized)
+18.18%
5 Years (annualized)
+12.99%
10 Years (annualized)
+11.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MABAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+15.71%
Peer Avg (YTD)
+11.41%
vs Peers
+4.30%

MABAX Mutual Fund Performance

MABAX performance across multiple time periods: 1-month 5.39%, YTD 15.71%, 1-year 30.60%, 3-year 18.18%, 5-year 12.99%, 10-year 11.80%.

MABAX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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