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MoA Mid Cap Value Fund (MAMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.75+0.02 (+0.12%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.51%
5-year average return8.28%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)34.35%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return34.35%
Worst 3-yr total return3.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAMVXCategory
YTD6.08%21.28%
1-month3.85%-1.96%
3-month5.76%4.90%
1-year18.14%55.83%
3-year2.92%11.08%
5-year10.10%11.93%
10-year7.82%10.64%
Last bull market20.81%25.54%
Last bear market-13.63%-22.08%

Annual total return (%) history

Year
MAMVXCategory
2024
N/AN/A
2023
6.96%N/A
2022
-10.67%N/A
2021
34.35%N/A
2020
2.82%2.63%
2019
27.04%25.18%
2018
-14.08%-12.86%
2017
14.91%13.22%
2016
16.17%18.06%
2015
-3.35%-5.41%
2014
13.83%9.31%
2013
27.78%35.14%
2012
11.01%16.60%
2011
-2.13%-3.96%
2010
18.94%21.92%
2009
25.22%35.41%
2008
-32.64%-36.77%
2007
0.88%0.83%
2006
15.93%15.87%
2005
N/A8.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.57%N/AN/AN/A
20230.38%3.12%-5.34%9.15%
2022-0.05%-13.63%-6.86%11.10%
202115.65%5.49%-0.64%10.83%
2020-29.85%15.45%4.40%21.61%
201913.79%2.48%1.91%6.90%
2018-2.20%2.16%3.98%-17.29%
20172.86%1.17%4.43%5.74%
20161.24%3.22%3.84%7.06%
20152.63%-2.11%-6.91%3.35%
20143.83%5.09%-2.90%7.44%
201311.88%0.54%5.94%7.22%
20128.40%-4.31%3.84%3.08%
20116.70%-0.20%-16.95%10.67%
20106.66%-8.83%12.90%8.34%
2009-10.98%14.30%18.56%3.80%
2008-6.08%0.63%-8.50%-22.11%
20074.54%3.89%-4.29%-2.96%
20067.79%-0.66%0.84%7.37%
20051.10%N/AN/AN/A

Rank in category (by total return)

YTD51
1-month36
3-month11
1-year81
3-year81
5-year61

Load adjusted returns

1-year18.14%
3-year2.92%
5-year10.10%
10-year7.82%