MAALX Mutual Fund

NAV$34.35

Returns Overview

1 Month
-0.09%
3 Months
+3.15%
6 Months
+3.50%
YTD
+7.34%
1 Year
+14.63%
3 Years (annualized)
+13.29%
5 Years (annualized)
+7.13%
10 Years (annualized)
+10.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAALX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Stock Index(SPSI)
This Mutual Fund (YTD)
+7.34%
Peer Avg (YTD)
+6.73%
vs Peers
+0.62%

MAALX Mutual Fund Performance

MAALX performance across multiple time periods: 1-month -0.09%, YTD 7.34%, 1-year 14.63%, 3-year 13.29%, 5-year 7.13%, 10-year 10.94%.

MAALX returns outperform the peer average of 6.73% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

MAALX performance comparison shows side-by-side returns with another fund. MAALX alternatives are available in the Mutual Fund Screener.