MASPX Mutual Fund

MASPX Mutual Fund

NAV$36.88
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Returns Overview

1 Month
-2.73%
3 Months
+4.76%
6 Months
+15.98%
YTD
+21.11%
1 Year
+33.19%
3 Years (annualized)
+16.69%
5 Years (annualized)
+8.91%
10 Years (annualized)
+11.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+21.11%
Peer Avg (YTD)
+9.54%
vs Peers
+11.57%

MASPX Mutual Fund Performance

MASPX performance across multiple time periods: 1-month -2.73%, YTD 21.11%, 1-year 33.19%, 3-year 16.69%, 5-year 8.91%, 10-year 11.72%.

MASPX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.48%, investors should weigh costs against performance when evaluating this mutual fund.

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