MAMVX Mutual Fund

NAV$18.18

Returns Overview

1 Month
+6.60%
3 Months
+11.15%
6 Months
+12.88%
YTD
+11.77%
1 Year
+16.65%
3 Years (annualized)
+9.81%
5 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMVX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+11.77%
Peer Avg (YTD)
+10.82%
vs Peers
+0.95%

MAMVX Mutual Fund Performance

MAMVX performance across multiple time periods: 1-month 6.60%, YTD 11.77%, 1-year 16.65%, 3-year 9.81%, 5-year 5.38%.

MAMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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