MASCX Mutual Fund

NAV$12.68

Returns Overview

1 Month
+4.42%
3 Months
+10.75%
6 Months
+9.54%
YTD
+9.72%
1 Year
+14.33%
3 Years (annualized)
+61.11%
5 Years (annualized)
+36.77%
10 Years (annualized)
+23.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASCX 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
MSCI All Country World Index (NTR)
This Mutual Fund (YTD)
+9.72%
Peer Avg (YTD)
+8.44%
vs Peers
+1.28%

MASCX Mutual Fund Performance

MASCX performance across multiple time periods: 1-month 4.42%, YTD 9.72%, 1-year 14.33%, 3-year 61.11%, 5-year 36.77%, 10-year 23.02%.

MASCX returns outperform the peer average of 8.44% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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