MMBWX Mutual Fund

MMBWX Mutual Fund

NAV$15.36
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Returns Overview

1 Month
+1.67%
3 Months
+4.25%
6 Months
+4.89%
YTD
+7.57%
1 Year
+7.44%
3 Years (annualized)
+7.50%
5 Years (annualized)
+4.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBWX 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
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📉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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+3.98%
vs Peers
+3.59%

MMBWX Mutual Fund Performance

MMBWX performance across multiple time periods: 1-month 1.67%, YTD 7.57%, 1-year 7.44%, 3-year 7.50%, 5-year 4.70%.

MMBWX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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