MAUKX Mutual Fund

MAUKX Mutual Fund

NAV$9.59
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Returns Overview

1 Month
+0.16%
3 Months
+0.71%
6 Months
+1.92%
YTD
+2.73%
1 Year
+3.79%
3 Years (annualized)
+5.37%
5 Years (annualized)
+4.38%
10 Years (annualized)
+3.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAUKX 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
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.73%
Peer Avg (YTD)
+0.50%
vs Peers
+2.23%

MAUKX Mutual Fund Performance

MAUKX performance across multiple time periods: 1-month 0.16%, YTD 2.73%, 1-year 3.79%, 3-year 5.37%, 5-year 4.38%, 10-year 3.07%.

MAUKX returns outperform the peer average of 0.50% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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