MMBUX Mutual Fund

NAV$10.75

Returns Overview

1 Month
-8.50%
3 Months
-7.19%
6 Months
+0.47%
YTD
-4.61%
1 Year
-11.19%
3 Years (annualized)
+5.21%
5 Years (annualized)
+4.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBUX 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
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
-4.61%
Peer Avg (YTD)
+9.15%
vs Peers
-13.76%

MMBUX Mutual Fund Performance

MMBUX performance across multiple time periods: 1-month -8.50%, YTD -4.61%, 1-year -11.19%, 3-year 5.21%, 5-year 4.65%.

MMBUX returns trail the peer average of 9.15% YTD. With an expense ratio of 0.03%, investors should weigh costs against performance when evaluating this mutual fund.

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