MAUKX Mutual Fund

NAV$9.61

Returns Overview

1 Month
-0.21%
3 Months
-0.21%
6 Months
-0.41%
YTD
-0.41%
1 Year
+4.26%
3 Years (annualized)
+5.64%
5 Years (annualized)
+4.32%
10 Years (annualized)
+3.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MAUKX 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)
-0.41%
Peer Avg (YTD)
+3.23%
vs Peers
-3.64%

MAUKX Mutual Fund Performance

MAUKX performance across multiple time periods: 1-month -0.21%, YTD -0.41%, 1-year 4.26%, 3-year 5.64%, 5-year 4.32%, 10-year 3.06%.

MAUKX returns trail the peer average of 3.23% YTD. With an expense ratio of 0.35%, investors should weigh costs against performance when evaluating this mutual fund.

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