MMFLX Mutual Fund

NAV$14.35

Returns Overview

1 Month
+1.66%
3 Months
+4.42%
6 Months
+4.98%
YTD
+7.71%
1 Year
+7.27%
3 Years (annualized)
+8.24%
5 Years (annualized)
+4.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFLX 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)
+7.71%
Peer Avg (YTD)
+9.68%
vs Peers
-1.97%

MMFLX Mutual Fund Performance

MMFLX performance across multiple time periods: 1-month 1.66%, YTD 7.71%, 1-year 7.27%, 3-year 8.24%, 5-year 4.98%.

MMFLX returns trail the peer average of 9.68% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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