MMDEX Mutual Fund

MMDEX Mutual Fund

NAV$60.57
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Returns Overview

1 Month
-1.54%
3 Months
+3.60%
6 Months
+7.82%
YTD
+7.08%
1 Year
+15.86%
3 Years (annualized)
+19.60%
5 Years (annualized)
+11.32%
10 Years (annualized)
+16.34%

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
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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
CRSP US Large Cap Growth Index(CRSPLCG1)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+6.23%
vs Peers
+0.84%

MMDEX Mutual Fund Performance

MMDEX performance across multiple time periods: 1-month -1.54%, YTD 7.08%, 1-year 15.86%, 3-year 19.60%, 5-year 11.32%, 10-year 16.34%.

MMDEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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