MASOX Mutual Fund

MASOX Mutual Fund

NAV$12.05
See how much of MASOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.63%
3 Months
+4.54%
6 Months
+11.87%
YTD
+20.65%
1 Year
+23.81%
3 Years (annualized)
+14.44%
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
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
S&P 600 Index
This Mutual Fund (YTD)
+20.65%
Peer Avg (YTD)
+15.20%
vs Peers
+5.45%

MASOX Mutual Fund Performance

MASOX performance across multiple time periods: 1-month -0.63%, YTD 20.65%, 1-year 23.81%, 3-year 14.44%, 5-year 7.28%.

MASOX returns outperform the peer average of 15.20% 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.