MATFX Mutual Fund

NAV$23.71

Returns Overview

1 Month
-13.62%
3 Months
+4.54%
6 Months
+27.89%
YTD
+36.34%
1 Year
+92.95%
3 Years (annualized)
+36.60%
5 Years (annualized)
+17.22%
10 Years (annualized)
+21.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MATFX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade 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
MSCI All Country Asia ex Japan Index(^NDUECAXJ)
This Mutual Fund (YTD)
+36.34%
Peer Avg (YTD)
+27.12%
vs Peers
+9.23%

MATFX Mutual Fund Performance

MATFX performance across multiple time periods: 1-month -13.62%, YTD 36.34%, 1-year 92.95%, 3-year 36.60%, 5-year 17.22%, 10-year 21.02%.

MATFX returns outperform the peer average of 27.12% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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