MACAX Mutual Fund

MACAX Mutual Fund

NAV$12.08
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Returns Overview

1 Month
+1.07%
3 Months
+0.53%
6 Months
+3.11%
YTD
+5.11%
1 Year
+8.75%
3 Years (annualized)
+9.67%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.11%
Peer Avg (YTD)
+3.78%
vs Peers
+1.34%

MACAX Mutual Fund Performance

MACAX performance across multiple time periods: 1-month 1.07%, YTD 5.11%, 1-year 8.75%, 3-year 9.67%, 5-year 3.52%, 10-year 5.76%.

MACAX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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