MMABX Mutual Fund

MMABX Mutual Fund

NAV$20.38
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Returns Overview

1 Month
+0.89%
3 Months
-0.79%
6 Months
+0.78%
YTD
+3.80%
1 Year
+4.91%
3 Years (annualized)
+11.37%
5 Years (annualized)
+3.28%
10 Years (annualized)
+6.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMABX 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
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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
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+3.80%
Peer Avg (YTD)
+6.22%
vs Peers
-2.42%

MMABX Mutual Fund Performance

MMABX performance across multiple time periods: 1-month 0.89%, YTD 3.80%, 1-year 4.91%, 3-year 11.37%, 5-year 3.28%, 10-year 6.71%.

MMABX returns trail the peer average of 6.22% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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