MMFDX Mutual Fund

NAV$14.08

Returns Overview

1 Month
+1.60%
3 Months
+4.23%
6 Months
+4.84%
YTD
+7.56%
1 Year
+7.37%
3 Years (annualized)
+8.62%
5 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFDX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.56%
Peer Avg (YTD)
+9.68%
vs Peers
-2.11%

MMFDX Mutual Fund Performance

MMFDX performance across multiple time periods: 1-month 1.60%, YTD 7.56%, 1-year 7.37%, 3-year 8.62%, 5-year 5.09%.

MMFDX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.49%, investors should weigh costs against performance when evaluating this mutual fund.

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