MAIIX Mutual Fund

NAV$22.00

Returns Overview

1 Month
+0.57%
3 Months
+9.00%
6 Months
+10.18%
YTD
+9.05%
1 Year
+20.28%
3 Years (annualized)
+16.64%
5 Years (annualized)
+9.30%
10 Years (annualized)
+9.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIIX 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 EAFE Index(MEAFE)
This Mutual Fund (YTD)
+9.05%
Peer Avg (YTD)
+9.13%
vs Peers
-0.08%

MAIIX Mutual Fund Performance

MAIIX performance across multiple time periods: 1-month 0.57%, YTD 9.05%, 1-year 20.28%, 3-year 16.64%, 5-year 9.30%, 10-year 9.74%.

MAIIX returns trail the peer average of 9.13% YTD. With an expense ratio of 0.09%, investors should weigh costs against performance when evaluating this mutual fund.

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