MACFX Mutual Fund

MACFX Mutual Fund

NAV$16.95
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Returns Overview

1 Month
-2.41%
3 Months
-1.84%
6 Months
+2.58%
YTD
+1.66%
1 Year
+2.97%
3 Years (annualized)
+6.62%
5 Years (annualized)
+2.19%
10 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACFX 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)
+1.66%
Peer Avg (YTD)
+2.46%
vs Peers
-0.79%

MACFX Mutual Fund Performance

MACFX performance across multiple time periods: 1-month -2.41%, YTD 1.66%, 1-year 2.97%, 3-year 6.62%, 5-year 2.19%, 10-year 5.16%.

MACFX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.83%, investors should weigh costs against performance when evaluating this mutual fund.

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