MMCRX Mutual Fund

MMCRX Mutual Fund

NAV$18.34
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Returns Overview

1 Month
+5.63%
3 Months
+8.69%
6 Months
+3.98%
YTD
+3.42%
1 Year
+4.80%
3 Years (annualized)
+9.49%
5 Years (annualized)
+7.99%
10 Years (annualized)
+11.48%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMCRX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+3.42%
Peer Avg (YTD)
+10.82%
vs Peers
-7.40%

MMCRX Mutual Fund Performance

MMCRX performance across multiple time periods: 1-month 5.63%, YTD 3.42%, 1-year 4.80%, 3-year 9.49%, 5-year 7.99%, 10-year 11.48%.

MMCRX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.72%, investors should weigh costs against performance when evaluating this mutual fund.

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