MMDIX Mutual Fund

MMDIX Mutual Fund

NAV$8.45
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Returns Overview

1 Month
-0.47%
3 Months
-1.53%
6 Months
-1.84%
YTD
+0.01%
1 Year
+4.99%
3 Years (annualized)
+3.75%
5 Years (annualized)
+0.47%
10 Years (annualized)
+1.95%

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
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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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.01%
Peer Avg (YTD)
+0.15%
vs Peers
-0.14%

MMDIX Mutual Fund Performance

MMDIX performance across multiple time periods: 1-month -0.47%, YTD 0.01%, 1-year 4.99%, 3-year 3.75%, 5-year 0.47%, 10-year 1.95%.

MMDIX returns trail the peer average of 0.15% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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