MASMX Mutual Fund

NAV$10.50

Returns Overview

1 Month
+5.32%
3 Months
+12.66%
6 Months
+12.66%
YTD
+11.46%
1 Year
+10.25%
3 Years (annualized)
+12.91%
5 Years (annualized)
+3.71%

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

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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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+11.46%
Peer Avg (YTD)
+18.52%
vs Peers
-7.06%

MASMX Mutual Fund Performance

MASMX performance across multiple time periods: 1-month 5.32%, YTD 11.46%, 1-year 10.25%, 3-year 12.91%, 5-year 3.71%.

MASMX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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