MMBEX Mutual Fund

NAV$8.88

Returns Overview

3 Months
+13.67%
6 Months
+16.21%
YTD
+18.96%
1 Year
+17.56%
3 Years (annualized)
+8.89%
5 Years (annualized)
+2.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBEX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+18.96%
Peer Avg (YTD)
+5.35%
vs Peers
+13.61%

MMBEX Mutual Fund Performance

MMBEX performance across multiple time periods: YTD 18.96%, 1-year 17.56%, 3-year 8.89%, 5-year 2.47%.

MMBEX returns outperform the peer average of 5.35% YTD. With an expense ratio of 0.08%, investors should weigh costs against performance when evaluating this mutual fund.

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