MMEAX Mutual Fund

NAV$59.17

Returns Overview

1 Month
+6.62%
3 Months
+25.03%
6 Months
+36.36%
YTD
+36.07%
1 Year
+69.77%
3 Years (annualized)
+28.73%
5 Years (annualized)
+16.92%
10 Years (annualized)
+15.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMEAX 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
Russell Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+36.07%
Peer Avg (YTD)
+18.52%
vs Peers
+17.54%

MMEAX Mutual Fund Performance

MMEAX performance across multiple time periods: 1-month 6.62%, YTD 36.07%, 1-year 69.77%, 3-year 28.73%, 5-year 16.92%, 10-year 15.40%.

MMEAX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.59%, investors should weigh costs against performance when evaluating this mutual fund.

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