MAICX Mutual Fund

NAV$11.16

Returns Overview

1 Month
-2.19%
3 Months
+2.57%
6 Months
+5.88%
YTD
+12.73%
1 Year
+42.75%
3 Years (annualized)
+25.72%
5 Years (annualized)
+13.04%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAICX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+12.73%
Peer Avg (YTD)
+9.13%
vs Peers
+3.60%

MAICX Mutual Fund Performance

MAICX performance across multiple time periods: 1-month -2.19%, YTD 12.73%, 1-year 42.75%, 3-year 25.72%, 5-year 13.04%, 10-year 11.18%.

MAICX returns outperform the peer average of 9.13% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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