MACMX Mutual Fund

MACMX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
-4.00%
3 Months
-6.02%
6 Months
-2.94%
YTD
-3.16%
1 Year
-2.48%
3 Years (annualized)
+3.89%
5 Years (annualized)
+0.91%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
-3.16%
Peer Avg (YTD)
-3.88%
vs Peers
+0.72%

MACMX Mutual Fund Performance

MACMX performance across multiple time periods: 1-month -4.00%, YTD -3.16%, 1-year -2.48%, 3-year 3.89%, 5-year 0.91%, 10-year 2.14%.

MACMX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.45%, investors should weigh costs against performance when evaluating this mutual fund.

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