MMDEX Mutual Fund

NAV$61.92

Returns Overview

1 Month
-2.51%
3 Months
+20.04%
6 Months
+8.50%
YTD
+8.75%
1 Year
+21.81%
3 Years (annualized)
+21.41%
5 Years (annualized)
+12.53%
10 Years (annualized)
+17.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDEX 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
CRSP US Large Cap Growth Index(CRSPLCG1)
This Mutual Fund (YTD)
+8.75%
Peer Avg (YTD)
+8.97%
vs Peers
-0.22%

MMDEX Mutual Fund Performance

MMDEX performance across multiple time periods: 1-month -2.51%, YTD 8.75%, 1-year 21.81%, 3-year 21.41%, 5-year 12.53%, 10-year 17.07%.

MMDEX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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