MMFQX Mutual Fund

NAV$17.20
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Returns Overview

1 Month
+2.34%
3 Months
+6.43%
6 Months
+7.50%
YTD
+10.63%
1 Year
+9.75%
3 Years (annualized)
+11.45%
5 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFQX 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

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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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.63%
Peer Avg (YTD)
+9.68%
vs Peers
+0.96%

MMFQX Mutual Fund Performance

MMFQX performance across multiple time periods: 1-month 2.34%, YTD 10.63%, 1-year 9.75%, 3-year 11.45%, 5-year 7.80%.

MMFQX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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