MAMFX Mutual Fund

MAMFX Mutual Fund

NAV$19.21
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Returns Overview

1 Month
+1.07%
3 Months
+1.62%
6 Months
+2.63%
YTD
+5.75%
1 Year
+8.12%
3 Years (annualized)
+9.84%
5 Years (annualized)
+3.69%
10 Years (annualized)
+6.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMFX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+5.75%
Peer Avg (YTD)
+7.17%
vs Peers
-1.42%

MAMFX Mutual Fund Performance

MAMFX performance across multiple time periods: 1-month 1.07%, YTD 5.75%, 1-year 8.12%, 3-year 9.84%, 5-year 3.69%, 10-year 6.73%.

MAMFX returns trail the peer average of 7.17% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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