MAIMX Mutual Fund

MAIMX Mutual Fund

NAV$26.96
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Returns Overview

1 Month
-5.49%
3 Months
-2.93%
6 Months
+9.01%
YTD
+11.30%
1 Year
+13.86%
3 Years (annualized)
+14.95%
5 Years (annualized)
+9.89%
10 Years (annualized)
+10.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAIMX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.30%
Peer Avg (YTD)
+6.72%
vs Peers
+4.58%

MAIMX Mutual Fund Performance

MAIMX performance across multiple time periods: 1-month -5.49%, YTD 11.30%, 1-year 13.86%, 3-year 14.95%, 5-year 9.89%, 10-year 10.60%.

MAIMX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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