MAPPX Mutual Fund

NAV$25.74

Returns Overview

1 Month
-1.69%
3 Months
+10.90%
6 Months
-3.43%
YTD
-2.25%
1 Year
-5.35%
3 Years (annualized)
+18.90%
5 Years (annualized)
-2.03%
10 Years (annualized)
+11.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAPPX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-2.25%
Peer Avg (YTD)
+16.06%
vs Peers
-18.31%

MAPPX Mutual Fund Performance

MAPPX performance across multiple time periods: 1-month -1.69%, YTD -2.25%, 1-year -5.35%, 3-year 18.90%, 5-year -2.03%, 10-year 11.63%.

MAPPX returns trail the peer average of 16.06% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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