MMACX Mutual Fund

MMACX Mutual Fund

NAV$20.09
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Returns Overview

1 Month
-2.69%
3 Months
-1.74%
6 Months
+4.50%
YTD
+2.88%
1 Year
+4.14%
3 Years (annualized)
+7.84%
5 Years (annualized)
+2.56%
10 Years (annualized)
+6.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMACX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+2.88%
Peer Avg (YTD)
+6.10%
vs Peers
-3.22%

MMACX Mutual Fund Performance

MMACX performance across multiple time periods: 1-month -2.69%, YTD 2.88%, 1-year 4.14%, 3-year 7.84%, 5-year 2.56%, 10-year 6.14%.

MMACX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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