MAIRX Mutual Fund

MAIRX Mutual Fund

NAV$11.83
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Returns Overview

1 Month
-1.71%
3 Months
+2.86%
6 Months
+8.81%
YTD
+14.33%
1 Year
+41.66%
3 Years (annualized)
+23.60%
5 Years (annualized)
+13.24%
10 Years (annualized)
+11.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+14.33%
Peer Avg (YTD)
+9.42%
vs Peers
+4.91%

MAIRX Mutual Fund Performance

MAIRX performance across multiple time periods: 1-month -1.71%, YTD 14.33%, 1-year 41.66%, 3-year 23.60%, 5-year 13.24%, 10-year 11.01%.

MAIRX returns outperform the peer average of 9.42% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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