MAFIX Mutual Fund

MAFIX Mutual Fund

NAV$12.13
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Returns Overview

1 Month
-2.73%
3 Months
+4.56%
6 Months
+4.30%
YTD
+12.52%
1 Year
+16.15%
3 Years (annualized)
+10.81%
5 Years (annualized)
+7.54%

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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+12.52%
Peer Avg (YTD)
+3.99%
vs Peers
+8.53%

MAFIX Mutual Fund Performance

MAFIX performance across multiple time periods: 1-month -2.73%, YTD 12.52%, 1-year 16.15%, 3-year 10.81%, 5-year 7.54%.

MAFIX returns outperform the peer average of 3.99% 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.