MASFX Mutual Fund

MASFX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
-1.56%
3 Months
-0.09%
6 Months
-0.75%
YTD
-0.28%
1 Year
+3.54%
3 Years (annualized)
+1.82%
5 Years (annualized)
+4.49%
10 Years (annualized)
+2.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 0-3 Month US Treasury Bill Index(^IBML3MUTRS)
This Mutual Fund (YTD)
-0.28%
Peer Avg (YTD)
-1.92%
vs Peers
+1.64%

MASFX Mutual Fund Performance

MASFX performance across multiple time periods: 1-month -1.56%, YTD -0.28%, 1-year 3.54%, 3-year 1.82%, 5-year 4.49%, 10-year 2.64%.

MASFX returns outperform the peer average of -1.92% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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