MASAX Mutual Fund

MASAX Mutual Fund

NAV$8.39
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Returns Overview

1 Month
-2.60%
3 Months
-2.71%
6 Months
-1.32%
YTD
-1.13%
1 Year
+0.20%
3 Years (annualized)
+6.94%
5 Years (annualized)
+3.34%
10 Years (annualized)
+3.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASAX 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
ICE BofA US Dollar 3-Month Deposit Offered Rate Constant Maturity Index(ICEBOFAUSD3MDORCMI)
This Mutual Fund (YTD)
-1.13%
Peer Avg (YTD)
+0.50%
vs Peers
-1.63%

MASAX Mutual Fund Performance

MASAX performance across multiple time periods: 1-month -2.60%, YTD -1.13%, 1-year 0.20%, 3-year 6.94%, 5-year 3.34%, 10-year 3.52%.

MASAX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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