MMAIX Mutual Fund

MMAIX Mutual Fund

NAV$21.59
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Returns Overview

3 Months
+1.83%
6 Months
+3.58%
YTD
+5.26%
1 Year
+10.05%
3 Years (annualized)
+9.94%
5 Years (annualized)
+4.81%
10 Years (annualized)
+7.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+5.26%
Peer Avg (YTD)
+6.57%
vs Peers
-1.31%

MMAIX Mutual Fund Performance

MMAIX performance across multiple time periods: YTD 5.26%, 1-year 10.05%, 3-year 9.94%, 5-year 4.81%, 10-year 7.68%.

MMAIX returns trail the peer average of 6.57% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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