MMDHX Mutual Fund

MMDHX Mutual Fund

NAV$18.24
See how much of MMDHX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.52%
3 Months
+6.84%
6 Months
+8.13%
YTD
+11.27%
1 Year
+10.33%
3 Years (annualized)
+12.13%
5 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDHX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2050 Index(^SPTGT50:SP)
This Mutual Fund (YTD)
+11.27%
Peer Avg (YTD)
+9.68%
vs Peers
+1.59%

MMDHX Mutual Fund Performance

MMDHX performance across multiple time periods: 1-month 2.52%, YTD 11.27%, 1-year 10.33%, 3-year 12.13%, 5-year 8.25%.

MMDHX returns outperform the peer average of 9.68% YTD. With an expense ratio of 1.13%, investors should weigh costs against performance when evaluating this mutual fund.

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