MASMX Mutual Fund

MASMX Mutual Fund

NAV$10.41
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Returns Overview

1 Month
-3.24%
3 Months
+2.21%
6 Months
+4.21%
YTD
+9.01%
1 Year
+8.96%
3 Years (annualized)
+7.36%
5 Years (annualized)
+1.64%

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
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📉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 2500 Index(^R25I)
This Mutual Fund (YTD)
+9.01%
Peer Avg (YTD)
+15.31%
vs Peers
-6.30%

MASMX Mutual Fund Performance

MASMX performance across multiple time periods: 1-month -3.24%, YTD 9.01%, 1-year 8.96%, 3-year 7.36%, 5-year 1.64%.

MASMX returns trail the peer average of 15.31% 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.