MACQX Mutual Fund

NAV$17.43

Returns Overview

1 Month
+0.06%
3 Months
+0.58%
6 Months
+1.28%
YTD
+2.47%
1 Year
+7.98%
3 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MACQX 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)
+2.47%
Peer Avg (YTD)
+4.14%
vs Peers
-1.67%

MACQX Mutual Fund Performance

MACQX performance across multiple time periods: 1-month 0.06%, YTD 2.47%, 1-year 7.98%, 3-year 8.36%.

MACQX returns trail the peer average of 4.14% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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