MMBVX Mutual Fund

NAV$15.27

Returns Overview

1 Month
+1.64%
3 Months
+4.22%
6 Months
+4.94%
YTD
+7.70%
1 Year
+7.53%
3 Years (annualized)
+7.65%
5 Years (annualized)
+4.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.70%
Peer Avg (YTD)
+3.98%
vs Peers
+3.72%

MMBVX Mutual Fund Performance

MMBVX performance across multiple time periods: 1-month 1.64%, YTD 7.70%, 1-year 7.53%, 3-year 7.65%, 5-year 4.84%.

MMBVX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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