MACBX Mutual Fund

MACBX Mutual Fund

NAV$16.97
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Returns Overview

1 Month
-2.45%
3 Months
-2.00%
6 Months
+2.24%
YTD
+1.15%
1 Year
+2.20%
3 Years (annualized)
+5.92%
5 Years (annualized)
+1.48%
10 Years (annualized)
+4.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACBX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+2.46%
vs Peers
-1.30%

MACBX Mutual Fund Performance

MACBX performance across multiple time periods: 1-month -2.45%, YTD 1.15%, 1-year 2.20%, 3-year 5.92%, 5-year 1.48%, 10-year 4.40%.

MACBX returns trail the peer average of 2.46% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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