MMFOX Mutual Fund

MMFOX Mutual Fund

NAV$17.21
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Returns Overview

1 Month
+2.41%
3 Months
+6.50%
6 Months
+7.70%
YTD
+10.92%
1 Year
+10.23%
3 Years (annualized)
+11.91%
5 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFOX 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
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📉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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.92%
Peer Avg (YTD)
+9.68%
vs Peers
+1.24%

MMFOX Mutual Fund Performance

MMFOX performance across multiple time periods: 1-month 2.41%, YTD 10.92%, 1-year 10.23%, 3-year 11.91%, 5-year 8.26%.

MMFOX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

MMFOX vs another fund shows side-by-side returns. MMFOX alternatives are available in the Mutual Fund Screener.