MACCX Mutual Fund

NAV$19.94

Returns Overview

1 Month
-1.50%
3 Months
+13.73%
6 Months
+8.01%
YTD
+7.89%
1 Year
+18.47%
3 Years (annualized)
+17.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACCX 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
S&P 500 Catholic Values Index(^SPXCVUN:SP)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+9.51%
vs Peers
-1.61%

MACCX Mutual Fund Performance

MACCX performance across multiple time periods: 1-month -1.50%, YTD 7.89%, 1-year 18.47%, 3-year 17.56%.

MACCX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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