MACQX Mutual Fund

MACQX Mutual Fund

NAV$17.17
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Returns Overview

1 Month
-2.41%
3 Months
-1.74%
6 Months
+2.77%
YTD
+1.93%
1 Year
+3.32%
3 Years (annualized)
+8.52%
5 Years (annualized)
+3.59%
10 Years (annualized)
+5.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACQX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.93%
Peer Avg (YTD)
+2.46%
vs Peers
-0.53%

MACQX Mutual Fund Performance

MACQX performance across multiple time periods: 1-month -2.41%, YTD 1.93%, 1-year 3.32%, 3-year 8.52%, 5-year 3.59%, 10-year 5.91%.

MACQX returns trail the peer average of 2.46% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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