MACKX Mutual Fund

NAV$16.39

Returns Overview

1 Month
-0.18%
3 Months
+0.55%
6 Months
+1.24%
YTD
+2.37%
1 Year
+6.86%
3 Years (annualized)
+7.17%
5 Years (annualized)
+2.68%
10 Years (annualized)
+4.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACKX 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)
+2.37%
Peer Avg (YTD)
+4.14%
vs Peers
-1.77%

MACKX Mutual Fund Performance

MACKX performance across multiple time periods: 1-month -0.18%, YTD 2.37%, 1-year 6.86%, 3-year 7.17%, 5-year 2.68%, 10-year 4.97%.

MACKX returns trail the peer average of 4.14% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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