MACHX Mutual Fund

NAV$23.64

Returns Overview

1 Month
-0.03%
3 Months
+8.15%
6 Months
+7.10%
YTD
+6.71%
1 Year
+17.32%
3 Years (annualized)
+16.48%
5 Years (annualized)
+8.77%

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
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
FTSE 3 Month US T-Bill Index-TR (USD(^FTSEMUSTBITRUSD)
This Mutual Fund (YTD)
+6.71%
Peer Avg (YTD)
+5.87%
vs Peers
+0.84%

MACHX Mutual Fund Performance

MACHX performance across multiple time periods: 1-month -0.03%, YTD 6.71%, 1-year 17.32%, 3-year 16.48%, 5-year 8.77%.

MACHX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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