MAFIX Mutual Fund

MAFIX Mutual Fund

NAV$13.15
See how much of MAFIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.21%
3 Months
-0.24%
6 Months
+4.24%
YTD
+8.66%
1 Year
+23.79%
3 Years (annualized)
+8.03%
5 Years (annualized)
+7.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAFIX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+8.66%
Peer Avg (YTD)
+2.39%
vs Peers
+6.27%

MAFIX Mutual Fund Performance

MAFIX performance across multiple time periods: 1-month -1.21%, YTD 8.66%, 1-year 23.79%, 3-year 8.03%, 5-year 7.47%.

MAFIX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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