MMDFX Mutual Fund

NAV$18.34

Returns Overview

1 Month
+2.53%
3 Months
+6.96%
6 Months
+8.44%
YTD
+11.65%
1 Year
+10.91%
3 Years (annualized)
+12.73%
5 Years (annualized)
+8.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDFX 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
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+9.68%
vs Peers
+1.97%

MMDFX Mutual Fund Performance

MMDFX performance across multiple time periods: 1-month 2.53%, YTD 11.65%, 1-year 10.91%, 3-year 12.73%, 5-year 8.81%.

MMDFX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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