MFAIX Mutual Fund

NAV$28.72

Returns Overview

1 Month
+1.64%
3 Months
+12.06%
6 Months
+2.63%
YTD
+2.00%
1 Year
+1.49%
3 Years (annualized)
+7.37%
5 Years (annualized)
+1.38%
10 Years (annualized)
+11.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFAIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
+2.00%
Peer Avg (YTD)
+8.97%
vs Peers
-6.97%

MFAIX Mutual Fund Performance

MFAIX performance across multiple time periods: 1-month 1.64%, YTD 2.00%, 1-year 1.49%, 3-year 7.37%, 5-year 1.38%, 10-year 11.42%.

MFAIX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

MFAIX performance comparison shows side-by-side returns with another fund. MFAIX alternatives are available in the Mutual Fund Screener.