MMFJX Mutual Fund

MMFJX Mutual Fund

NAV$15.55
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Returns Overview

1 Month
+1.74%
3 Months
+4.57%
6 Months
+5.28%
YTD
+8.08%
1 Year
+7.78%
3 Years (annualized)
+8.77%
5 Years (annualized)
+5.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFJX 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
S&P Target Date 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+8.08%
Peer Avg (YTD)
+9.68%
vs Peers
-1.60%

MMFJX Mutual Fund Performance

MMFJX performance across multiple time periods: 1-month 1.74%, YTD 8.08%, 1-year 7.78%, 3-year 8.77%, 5-year 5.50%.

MMFJX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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