MASOX Mutual Fund

MASOX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-1.92%
3 Months
+6.33%
6 Months
+15.00%
YTD
+21.41%
1 Year
+33.40%
3 Years (annualized)
+13.05%
5 Years (annualized)
+7.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASOX 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
S&P 600 Index
This Mutual Fund (YTD)
+21.41%
Peer Avg (YTD)
+15.31%
vs Peers
+6.10%

MASOX Mutual Fund Performance

MASOX performance across multiple time periods: 1-month -1.92%, YTD 21.41%, 1-year 33.40%, 3-year 13.05%, 5-year 7.28%.

MASOX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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