MASPX Mutual Fund

MASPX Mutual Fund

NAV$36.08
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Returns Overview

1 Month
+0.41%
3 Months
-2.21%
6 Months
+2.45%
YTD
+16.83%
1 Year
+20.67%
3 Years (annualized)
+21.49%
5 Years (annualized)
+7.91%
10 Years (annualized)
+11.80%

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)
+16.83%
Peer Avg (YTD)
+8.01%
vs Peers
+8.82%

MASPX Mutual Fund Performance

MASPX performance across multiple time periods: 1-month 0.41%, YTD 16.83%, 1-year 20.67%, 3-year 21.49%, 5-year 7.91%, 10-year 11.80%.

MASPX returns outperform the peer average of 8.01% 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.