MACKX Mutual Fund

MACKX Mutual Fund

NAV$16.14
See how much of MACKX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.46%
3 Months
-1.99%
6 Months
+2.21%
YTD
+1.14%
1 Year
+2.23%
3 Years (annualized)
+2.42%
5 Years (annualized)
-1.75%
10 Years (annualized)
+1.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACKX 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
PROUpgrade to run

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)
+1.14%
Peer Avg (YTD)
+2.46%
vs Peers
-1.32%

MACKX Mutual Fund Performance

MACKX performance across multiple time periods: 1-month -2.46%, YTD 1.14%, 1-year 2.23%, 3-year 2.42%, 5-year -1.75%, 10-year 1.22%.

MACKX 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.

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