MAIRX Mutual Fund

MAIRX Mutual Fund

NAV$11.78
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Returns Overview

1 Month
+0.78%
3 Months
+14.61%
6 Months
+17.96%
YTD
+16.32%
1 Year
+43.23%
3 Years (annualized)
+26.18%
5 Years (annualized)
+13.48%
10 Years (annualized)
+11.61%

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)
+16.32%
Peer Avg (YTD)
+9.13%
vs Peers
+7.19%

MAIRX Mutual Fund Performance

MAIRX performance across multiple time periods: 1-month 0.78%, YTD 16.32%, 1-year 43.23%, 3-year 26.18%, 5-year 13.48%, 10-year 11.61%.

MAIRX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.55%, investors should weigh costs against performance when evaluating this mutual fund.

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