MABAX Mutual Fund

NAV$20.44

Returns Overview

1 Month
+1.83%
3 Months
+13.77%
6 Months
+9.79%
YTD
+8.72%
1 Year
+25.30%
3 Years (annualized)
+17.41%
5 Years (annualized)
+13.79%
10 Years (annualized)
+16.64%

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
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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+8.72%
Peer Avg (YTD)
+9.49%
vs Peers
-0.77%

MABAX Mutual Fund Performance

MABAX performance across multiple time periods: 1-month 1.83%, YTD 8.72%, 1-year 25.30%, 3-year 17.41%, 5-year 13.79%, 10-year 16.64%.

MABAX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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