MACJX Mutual Fund

MACJX Mutual Fund

NAV$17.34
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Returns Overview

1 Month
-0.17%
3 Months
+1.09%
6 Months
+2.29%
YTD
+3.51%
1 Year
+7.70%
3 Years (annualized)
+7.98%
5 Years (annualized)
+3.52%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+3.39%
vs Peers
+0.12%

MACJX Mutual Fund Performance

MACJX performance across multiple time periods: 1-month -0.17%, YTD 3.51%, 1-year 7.70%, 3-year 7.98%, 5-year 3.52%, 10-year 5.88%.

MACJX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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