MMDJX Mutual Fund

NAV$19.07
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Returns Overview

1 Month
+2.58%
3 Months
+7.11%
6 Months
+8.52%
YTD
+11.79%
1 Year
+11.09%
3 Years (annualized)
+12.89%
5 Years (annualized)
+8.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDJX 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

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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 2055 Index(SPTGT55T)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+9.68%
vs Peers
+2.11%

MMDJX Mutual Fund Performance

MMDJX performance across multiple time periods: 1-month 2.58%, YTD 11.79%, 1-year 11.09%, 3-year 12.89%, 5-year 8.97%.

MMDJX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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