MACAX Mutual Fund

NAV$12.34

Returns Overview

1 Month
-1.13%
3 Months
+4.79%
6 Months
+3.55%
YTD
+3.38%
1 Year
+9.20%
3 Years (annualized)
+9.19%
5 Years (annualized)
+3.63%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.38%
Peer Avg (YTD)
+4.14%
vs Peers
-0.77%

MACAX Mutual Fund Performance

MACAX performance across multiple time periods: 1-month -1.13%, YTD 3.38%, 1-year 9.20%, 3-year 9.19%, 5-year 3.63%.

MACAX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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