MAIRX Mutual Fund

MAIRX Mutual Fund

NAV$11.41
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Returns Overview

1 Month
+2.79%
3 Months
+1.81%
6 Months
+5.16%
YTD
+19.17%
1 Year
+31.06%
3 Years (annualized)
+23.64%
5 Years (annualized)
+12.11%
10 Years (annualized)
+10.52%

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)
+19.17%
Peer Avg (YTD)
+10.17%
vs Peers
+9.00%

MAIRX Mutual Fund Performance

MAIRX performance across multiple time periods: 1-month 2.79%, YTD 19.17%, 1-year 31.06%, 3-year 23.64%, 5-year 12.11%, 10-year 10.52%.

MAIRX returns outperform the peer average of 10.17% 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.