MMBZX Mutual Fund

MMBZX Mutual Fund

NAV$15.41
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Returns Overview

1 Month
+1.62%
3 Months
+4.05%
6 Months
+4.62%
YTD
+7.27%
1 Year
+6.93%
3 Years (annualized)
+6.97%
5 Years (annualized)
+4.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMBZX 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)
+7.27%
Peer Avg (YTD)
+3.98%
vs Peers
+3.29%

MMBZX Mutual Fund Performance

MMBZX performance across multiple time periods: 1-month 1.62%, YTD 7.27%, 1-year 6.93%, 3-year 6.97%, 5-year 4.17%.

MMBZX returns outperform the peer average of 3.98% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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