MAIPX Mutual Fund

MAIPX Mutual Fund

NAV$18.00
See how much of MAIPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.85%
3 Months
+2.26%
6 Months
+8.72%
YTD
+8.46%
1 Year
+12.03%
3 Years (annualized)
+10.72%
5 Years (annualized)
+7.68%
10 Years (annualized)
+7.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIPX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+4.75%
vs Peers
+3.71%

MAIPX Mutual Fund Performance

MAIPX performance across multiple time periods: 1-month 0.85%, YTD 8.46%, 1-year 12.03%, 3-year 10.72%, 5-year 7.68%, 10-year 7.40%.

MAIPX returns outperform the peer average of 4.75% YTD. With an expense ratio of 1.22%, investors should weigh costs against performance when evaluating this mutual fund.

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