MATFX Mutual Fund

MATFX Mutual Fund

NAV$20.50
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Returns Overview

1 Month
-12.31%
3 Months
-11.29%
6 Months
-11.25%
YTD
+18.80%
1 Year
+17.45%
3 Years (annualized)
+27.03%
5 Years (annualized)
+4.21%
10 Years (annualized)
+11.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MATFX 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
MSCI All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+18.80%
Peer Avg (YTD)
+12.35%
vs Peers
+6.46%

MATFX Mutual Fund Performance

MATFX performance across multiple time periods: 1-month -12.31%, YTD 18.80%, 1-year 17.45%, 3-year 27.03%, 5-year 4.21%, 10-year 11.61%.

MATFX returns outperform the peer average of 12.35% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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