MACJX Mutual Fund

NAV$17.23

Returns Overview

1 Month
-0.12%
3 Months
+0.58%
6 Months
+1.29%
YTD
+2.50%
1 Year
+7.95%
3 Years (annualized)
+8.28%
5 Years (annualized)
+3.72%
10 Years (annualized)
+6.03%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACJX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+2.50%
Peer Avg (YTD)
+4.14%
vs Peers
-1.64%

MACJX Mutual Fund Performance

MACJX performance across multiple time periods: 1-month -0.12%, YTD 2.50%, 1-year 7.95%, 3-year 8.28%, 5-year 3.72%, 10-year 6.03%.

MACJX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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