MMDIX Mutual Fund

NAV$8.98

Returns Overview

1 Month
+1.06%
3 Months
+3.02%
6 Months
+2.76%
YTD
+2.65%
1 Year
+7.80%
3 Years (annualized)
+4.30%
5 Years (annualized)
+1.09%
10 Years (annualized)
+2.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.65%
Peer Avg (YTD)
+1.79%
vs Peers
+0.86%

MMDIX Mutual Fund Performance

MMDIX performance across multiple time periods: 1-month 1.06%, YTD 2.65%, 1-year 7.80%, 3-year 4.30%, 5-year 1.09%, 10-year 2.24%.

MMDIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.60%, investors should weigh costs against performance when evaluating this mutual fund.

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