MAMVX Mutual Fund

MAMVX Mutual Fund

NAV$17.31
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Returns Overview

1 Month
-4.66%
3 Months
-6.23%
6 Months
+4.23%
YTD
+4.80%
1 Year
+4.65%
3 Years (annualized)
+9.57%
5 Years (annualized)
+1.76%
10 Years (annualized)
+8.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMVX 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 Index
This Mutual Fund (YTD)
+4.80%
Peer Avg (YTD)
+6.73%
vs Peers
-1.92%

MAMVX Mutual Fund Performance

MAMVX performance across multiple time periods: 1-month -4.66%, YTD 4.80%, 1-year 4.65%, 3-year 9.57%, 5-year 1.76%, 10-year 8.52%.

MAMVX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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