MASMX Mutual Fund

MASMX Mutual Fund

NAV$10.22
See how much of MASMX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.57%
3 Months
+3.51%
6 Months
+3.20%
YTD
+10.73%
1 Year
+8.77%
3 Years (annualized)
+9.63%
5 Years (annualized)
+1.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASMX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+10.73%
Peer Avg (YTD)
+15.20%
vs Peers
-4.47%

MASMX Mutual Fund Performance

MASMX performance across multiple time periods: 1-month 1.57%, YTD 10.73%, 1-year 8.77%, 3-year 9.63%, 5-year 1.76%.

MASMX returns trail the peer average of 15.20% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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