MACPX Mutual Fund

MACPX Mutual Fund

NAV$27.72
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Returns Overview

1 Month
-1.64%
3 Months
+0.61%
6 Months
+8.70%
YTD
+7.99%
1 Year
+10.78%
3 Years (annualized)
+15.05%
5 Years (annualized)
+7.93%
10 Years (annualized)
+10.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.99%
Peer Avg (YTD)
+4.97%
vs Peers
+3.02%

MACPX Mutual Fund Performance

MACPX performance across multiple time periods: 1-month -1.64%, YTD 7.99%, 1-year 10.78%, 3-year 15.05%, 5-year 7.93%, 10-year 10.68%.

MACPX returns outperform the peer average of 4.97% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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