MASKX Mutual Fund

MASKX Mutual Fund

NAV$30.13
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Returns Overview

1 Month
-5.26%
3 Months
-7.24%
6 Months
+12.60%
YTD
+12.35%
1 Year
+16.07%
3 Years (annualized)
+17.34%
5 Years (annualized)
+6.80%
10 Years (annualized)
+10.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MASKX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+12.35%
Peer Avg (YTD)
+10.34%
vs Peers
+2.01%

MASKX Mutual Fund Performance

MASKX performance across multiple time periods: 1-month -5.26%, YTD 12.35%, 1-year 16.07%, 3-year 17.34%, 5-year 6.80%, 10-year 10.50%.

MASKX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.12%, investors should weigh costs against performance when evaluating this mutual fund.

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