MACKX Mutual Fund

MACKX Mutual Fund

NAV$16.17
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Returns Overview

1 Month
+1.25%
3 Months
-0.52%
6 Months
+0.31%
YTD
+2.41%
1 Year
+3.20%
3 Years (annualized)
+8.66%
5 Years (annualized)
+2.08%
10 Years (annualized)
+4.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACKX 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)
+2.41%
Peer Avg (YTD)
+2.95%
vs Peers
-0.55%

MACKX Mutual Fund Performance

MACKX performance across multiple time periods: 1-month 1.25%, YTD 2.41%, 1-year 3.20%, 3-year 8.66%, 5-year 2.08%, 10-year 4.82%.

MACKX returns trail the peer average of 2.95% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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