MFAIX Mutual Fund

MFAIX Mutual Fund

NAV$26.76
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Returns Overview

1 Month
-5.37%
3 Months
-6.03%
6 Months
+5.30%
YTD
-4.15%
1 Year
-2.44%
3 Years (annualized)
+9.62%
5 Years (annualized)
+0.37%
10 Years (annualized)
+10.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFAIX 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
MSCI All Country World ex USA Net Index
This Mutual Fund (YTD)
-4.15%
Peer Avg (YTD)
+8.68%
vs Peers
-12.83%

MFAIX Mutual Fund Performance

MFAIX performance across multiple time periods: 1-month -5.37%, YTD -4.15%, 1-year -2.44%, 3-year 9.62%, 5-year 0.37%, 10-year 10.86%.

MFAIX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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