MMFRX Mutual Fund

NAV$17.18

Returns Overview

1 Month
+2.30%
3 Months
+6.32%
6 Months
+7.32%
YTD
+10.45%
1 Year
+9.46%
3 Years (annualized)
+11.17%
5 Years (annualized)
+7.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFRX 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 2040 Index(^SPTGT40:SP)
This Mutual Fund (YTD)
+10.45%
Peer Avg (YTD)
+9.68%
vs Peers
+0.78%

MMFRX Mutual Fund Performance

MMFRX performance across multiple time periods: 1-month 2.30%, YTD 10.45%, 1-year 9.46%, 3-year 11.17%, 5-year 7.53%.

MMFRX returns outperform the peer average of 9.68% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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