MACCX Mutual Fund

MACCX Mutual Fund

NAV$20.13
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Returns Overview

1 Month
-0.90%
3 Months
+2.33%
6 Months
+16.38%
YTD
+10.41%
1 Year
+12.66%
3 Years (annualized)
+19.66%
5 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACCX 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 Catholic Values Index(^SPXCVUN:SP)
This Mutual Fund (YTD)
+10.41%
Peer Avg (YTD)
+9.98%
vs Peers
+0.43%

MACCX Mutual Fund Performance

MACCX performance across multiple time periods: 1-month -0.90%, YTD 10.41%, 1-year 12.66%, 3-year 19.66%, 5-year 11.40%.

MACCX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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