MAMVX Mutual Fund

MAMVX Mutual Fund

NAV$18.14
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Returns Overview

1 Month
-0.72%
3 Months
+4.61%
6 Months
+7.53%
YTD
+12.07%
1 Year
+13.65%
3 Years (annualized)
+8.72%
5 Years (annualized)
+5.08%
10 Years (annualized)
+8.52%

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
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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 Midcap Value Index
This Mutual Fund (YTD)
+12.07%
Peer Avg (YTD)
+9.54%
vs Peers
+2.53%

MAMVX Mutual Fund Performance

MAMVX performance across multiple time periods: 1-month -0.72%, YTD 12.07%, 1-year 13.65%, 3-year 8.72%, 5-year 5.08%, 10-year 8.52%.

MAMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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