MMFKX Mutual Fund

NAV$14.12

Returns Overview

1 Month
+1.68%
3 Months
+4.48%
6 Months
+5.12%
YTD
+7.89%
1 Year
+7.50%
3 Years (annualized)
+8.49%
5 Years (annualized)
+5.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFKX 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 2015 Index(^SPTGT15:SP)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+9.68%
vs Peers
-1.78%

MMFKX Mutual Fund Performance

MMFKX performance across multiple time periods: 1-month 1.68%, YTD 7.89%, 1-year 7.50%, 3-year 8.49%, 5-year 5.24%.

MMFKX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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