MAIMX Mutual Fund

MAIMX Mutual Fund

NAV$27.24
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Returns Overview

1 Month
+1.94%
3 Months
+6.51%
6 Months
+12.54%
YTD
+18.43%
1 Year
+24.40%
3 Years (annualized)
+13.88%
5 Years (annualized)
+10.43%
10 Years (annualized)
+10.78%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIMX 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
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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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.43%
Peer Avg (YTD)
+9.54%
vs Peers
+8.89%

MAIMX Mutual Fund Performance

MAIMX performance across multiple time periods: 1-month 1.94%, YTD 18.43%, 1-year 24.40%, 3-year 13.88%, 5-year 10.43%, 10-year 10.78%.

MAIMX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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