MAMAX Mutual Fund

MAMAX Mutual Fund

NAV$20.63
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Returns Overview

1 Month
+0.98%
3 Months
-0.59%
6 Months
+1.21%
YTD
+4.48%
1 Year
+5.74%
3 Years (annualized)
+12.24%
5 Years (annualized)
+4.06%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMAX 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
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📉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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+6.22%
vs Peers
-1.74%

MAMAX Mutual Fund Performance

MAMAX performance across multiple time periods: 1-month 0.98%, YTD 4.48%, 1-year 5.74%, 3-year 12.24%, 5-year 4.06%, 10-year 7.52%.

MAMAX returns trail the peer average of 6.22% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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