MAMAX Mutual Fund

NAV$20.86

Returns Overview

3 Months
+1.46%
6 Months
+2.86%
YTD
+4.46%
1 Year
+9.99%
3 Years (annualized)
+10.35%
5 Years (annualized)
+4.90%
10 Years (annualized)
+7.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAMAX 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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+4.46%
Peer Avg (YTD)
+6.73%
vs Peers
-2.27%

MAMAX Mutual Fund Performance

MAMAX performance across multiple time periods: YTD 4.46%, 1-year 9.99%, 3-year 10.35%, 5-year 4.90%, 10-year 7.69%.

MAMAX returns trail the peer average of 6.73% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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