MACHX Mutual Fund

MACHX Mutual Fund

NAV$23.16
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Returns Overview

1 Month
+2.13%
3 Months
+2.50%
6 Months
+6.80%
YTD
+9.41%
1 Year
+16.60%
3 Years (annualized)
+17.20%
5 Years (annualized)
+7.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACHX 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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+9.41%
Peer Avg (YTD)
+6.28%
vs Peers
+3.12%

MACHX Mutual Fund Performance

MACHX performance across multiple time periods: 1-month 2.13%, YTD 9.41%, 1-year 16.60%, 3-year 17.20%, 5-year 7.48%.

MACHX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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