MACMX Mutual Fund

MACMX Mutual Fund

NAV$11.76
See how much of MACMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.75%
3 Months
+0.29%
6 Months
+0.66%
YTD
+1.24%
1 Year
+6.03%
3 Years (annualized)
+3.71%
5 Years (annualized)
+0.92%
10 Years (annualized)
+2.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
California Customized Reference Benchmark
This Mutual Fund (YTD)
+1.24%
Peer Avg (YTD)
+0.39%
vs Peers
+0.85%

MACMX Mutual Fund Performance

MACMX performance across multiple time periods: 1-month -1.75%, YTD 1.24%, 1-year 6.03%, 3-year 3.71%, 5-year 0.92%, 10-year 2.22%.

MACMX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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