MMACX Mutual Fund

MMACX Mutual Fund

NAV$20.06
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Returns Overview

1 Month
+0.91%
3 Months
-0.75%
6 Months
+0.80%
YTD
+3.81%
1 Year
+4.93%
3 Years (annualized)
+9.37%
5 Years (annualized)
+2.16%
10 Years (annualized)
+6.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMACX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+3.81%
Peer Avg (YTD)
+6.22%
vs Peers
-2.41%

MMACX Mutual Fund Performance

MMACX performance across multiple time periods: 1-month 0.91%, YTD 3.81%, 1-year 4.93%, 3-year 9.37%, 5-year 2.16%, 10-year 6.13%.

MMACX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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