MAISX Mutual Fund

MAISX Mutual Fund

NAV$26.61
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Returns Overview

1 Month
+5.88%
3 Months
-0.68%
6 Months
+7.79%
YTD
+17.21%
1 Year
+23.34%
3 Years (annualized)
+17.93%
5 Years (annualized)
+8.73%
10 Years (annualized)
+11.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAISX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.21%
Peer Avg (YTD)
+8.01%
vs Peers
+9.20%

MAISX Mutual Fund Performance

MAISX performance across multiple time periods: 1-month 5.88%, YTD 17.21%, 1-year 23.34%, 3-year 17.93%, 5-year 8.73%, 10-year 11.02%.

MAISX returns outperform the peer average of 8.01% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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