MAISX Mutual Fund

MAISX Mutual Fund

NAV$25.09
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Returns Overview

1 Month
-6.02%
3 Months
-5.37%
6 Months
+10.01%
YTD
+10.70%
1 Year
+18.56%
3 Years (annualized)
+14.69%
5 Years (annualized)
+9.83%
10 Years (annualized)
+10.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAISX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+10.70%
Peer Avg (YTD)
+6.72%
vs Peers
+3.98%

MAISX Mutual Fund Performance

MAISX performance across multiple time periods: 1-month -6.02%, YTD 10.70%, 1-year 18.56%, 3-year 14.69%, 5-year 9.83%, 10-year 10.96%.

MAISX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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