MMDAX Mutual Fund

NAV$12.36

Returns Overview

1 Month
+0.66%
3 Months
+9.60%
6 Months
+8.72%
YTD
+8.33%
1 Year
+14.83%
3 Years (annualized)
+10.63%
5 Years (annualized)
+4.50%
10 Years (annualized)
+6.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDAX 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
Moderate Allocation Fund Custom Index
This Mutual Fund (YTD)
+8.33%
Peer Avg (YTD)
+5.87%
vs Peers
+2.47%

MMDAX Mutual Fund Performance

MMDAX performance across multiple time periods: 1-month 0.66%, YTD 8.33%, 1-year 14.83%, 3-year 10.63%, 5-year 4.50%, 10-year 6.34%.

MMDAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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