MACPX Mutual Fund

NAV$28.08

Returns Overview

1 Month
-0.81%
3 Months
+8.04%
6 Months
+7.80%
YTD
+7.33%
1 Year
+16.03%
3 Years (annualized)
+14.15%
5 Years (annualized)
+8.18%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACPX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.33%
Peer Avg (YTD)
+5.87%
vs Peers
+1.47%

MACPX Mutual Fund Performance

MACPX performance across multiple time periods: 1-month -0.81%, YTD 7.33%, 1-year 16.03%, 3-year 14.15%, 5-year 8.18%, 10-year 10.47%.

MACPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

MACPX performance comparison shows side-by-side returns with another fund. MACPX alternatives are available in the Mutual Fund Screener.