MASKX Mutual Fund

MASKX Mutual Fund

NAV$32.12
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Returns Overview

1 Month
-3.04%
3 Months
+4.92%
6 Months
+12.68%
YTD
+18.71%
1 Year
+34.03%
3 Years (annualized)
+14.45%
5 Years (annualized)
+6.77%
10 Years (annualized)
+10.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASKX 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 2000 Index(^RUT)
This Mutual Fund (YTD)
+18.71%
Peer Avg (YTD)
+15.31%
vs Peers
+3.40%

MASKX Mutual Fund Performance

MASKX performance across multiple time periods: 1-month -3.04%, YTD 18.71%, 1-year 34.03%, 3-year 14.45%, 5-year 6.77%, 10-year 10.44%.

MASKX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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