MACVX Mutual Fund

MACVX Mutual Fund

NAV$16.64
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Returns Overview

1 Month
-2.47%
3 Months
-1.95%
6 Months
+2.23%
YTD
+1.12%
1 Year
+2.22%
3 Years (annualized)
+2.60%
5 Years (annualized)
-1.59%
10 Years (annualized)
+1.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACVX 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)
+1.12%
Peer Avg (YTD)
+2.46%
vs Peers
-1.34%

MACVX Mutual Fund Performance

MACVX performance across multiple time periods: 1-month -2.47%, YTD 1.12%, 1-year 2.22%, 3-year 2.60%, 5-year -1.59%, 10-year 1.35%.

MACVX 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.

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