MACNX Mutual Fund

MACNX Mutual Fund

NAV$16.80
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Returns Overview

1 Month
+1.26%
3 Months
-0.33%
6 Months
+0.65%
YTD
+2.96%
1 Year
+3.94%
3 Years (annualized)
+9.48%
5 Years (annualized)
+2.84%
10 Years (annualized)
+5.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACNX 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
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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)
+2.96%
Peer Avg (YTD)
+2.95%
vs Peers
+0.01%

MACNX Mutual Fund Performance

MACNX performance across multiple time periods: 1-month 1.26%, YTD 2.96%, 1-year 3.94%, 3-year 9.48%, 5-year 2.84%, 10-year 5.61%.

MACNX returns outperform the peer average of 2.95% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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