MMDCX Mutual Fund

NAV$10.96

Returns Overview

1 Month
+2.06%
3 Months
+1.72%
6 Months
+2.18%
YTD
+2.26%
1 Year
+8.20%
3 Years (annualized)
+1.37%
5 Years (annualized)
+3.08%
10 Years (annualized)
+4.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDCX 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)
+2.26%
Peer Avg (YTD)
+2.32%
vs Peers
-0.06%

MMDCX Mutual Fund Performance

MMDCX performance across multiple time periods: 1-month 2.06%, YTD 2.26%, 1-year 8.20%, 3-year 1.37%, 5-year 3.08%, 10-year 4.08%.

MMDCX returns trail the peer average of 2.32% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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