MAPAX Mutual Fund

MAPAX Mutual Fund

NAV$36.12
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Returns Overview

1 Month
+5.51%
3 Months
+2.86%
6 Months
+8.31%
YTD
+14.92%
1 Year
+21.59%
3 Years (annualized)
+18.02%
5 Years (annualized)
+8.67%
10 Years (annualized)
+12.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAPAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+14.92%
Peer Avg (YTD)
+14.61%
vs Peers
+0.31%

MAPAX Mutual Fund Performance

MAPAX performance across multiple time periods: 1-month 5.51%, YTD 14.92%, 1-year 21.59%, 3-year 18.02%, 5-year 8.67%, 10-year 12.76%.

MAPAX returns outperform the peer average of 14.61% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

MAPAX vs another fund shows side-by-side returns. MAPAX alternatives are available in the Mutual Fund Screener.