MACMX Mutual Fund

MACMX Mutual Fund

NAV$11.23
See how much of MACMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.35%
3 Months
-0.63%
6 Months
-0.59%
YTD
+0.88%
1 Year
+4.25%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.91%
10 Years (annualized)
+2.14%

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)
+0.88%
Peer Avg (YTD)
+0.17%
vs Peers
+0.71%

MACMX Mutual Fund Performance

MACMX performance across multiple time periods: 1-month -0.35%, YTD 0.88%, 1-year 4.25%, 3-year 3.89%, 5-year 0.91%, 10-year 2.14%.

MACMX returns outperform the peer average of 0.17% 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.