MAALX Mutual Fund

MAALX Mutual Fund

NAV$34.98
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Returns Overview

1 Month
-2.73%
3 Months
-0.09%
6 Months
+9.90%
YTD
+7.91%
1 Year
+10.03%
3 Years (annualized)
+14.09%
5 Years (annualized)
+6.79%
10 Years (annualized)
+10.85%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAALX 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
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.91%
Peer Avg (YTD)
+6.10%
vs Peers
+1.81%

MAALX Mutual Fund Performance

MAALX performance across multiple time periods: 1-month -2.73%, YTD 7.91%, 1-year 10.03%, 3-year 14.09%, 5-year 6.79%, 10-year 10.85%.

MAALX returns outperform the peer average of 6.10% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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