MMFEX Mutual Fund

NAV$13.93

Returns Overview

1 Month
+1.57%
3 Months
+4.13%
6 Months
+4.66%
YTD
+7.38%
1 Year
+7.03%
3 Years (annualized)
+8.34%
5 Years (annualized)
+4.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFEX 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
S&P Target Date Retirement Income Index(^SPTGRI:SP)
This Mutual Fund (YTD)
+7.38%
Peer Avg (YTD)
+9.68%
vs Peers
-2.29%

MMFEX Mutual Fund Performance

MMFEX performance across multiple time periods: 1-month 1.57%, YTD 7.38%, 1-year 7.03%, 3-year 8.34%, 5-year 4.80%.

MMFEX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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