MACVX Mutual Fund

NAV$16.80

Returns Overview

1 Month
-0.65%
3 Months
+0.60%
6 Months
+0.24%
YTD
+1.82%
1 Year
+6.80%
3 Years (annualized)
+7.18%
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 MACVX 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)
+1.82%
Peer Avg (YTD)
+4.14%
vs Peers
-2.32%

MACVX Mutual Fund Performance

MACVX performance across multiple time periods: 1-month -0.65%, YTD 1.82%, 1-year 6.80%, 3-year 7.18%, 5-year 2.68%, 10-year 4.97%.

MACVX 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.

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