MAMPX Mutual Fund

MAMPX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
-2.58%
3 Months
-1.49%
6 Months
+5.03%
YTD
+3.72%
1 Year
+5.30%
3 Years (annualized)
+8.98%
5 Years (annualized)
+4.89%
10 Years (annualized)
+7.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMPX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+6.10%
vs Peers
-2.38%

MAMPX Mutual Fund Performance

MAMPX performance across multiple time periods: 1-month -2.58%, YTD 3.72%, 1-year 5.30%, 3-year 8.98%, 5-year 4.89%, 10-year 7.73%.

MAMPX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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