MMFUX Mutual Fund

MMFUX Mutual Fund

NAV$18.60
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+2.52%
3 Months
+6.85%
6 Months
+8.17%
YTD
+11.43%
1 Year
+10.68%
3 Years (annualized)
+12.25%
5 Years (annualized)
+8.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFUX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+11.43%
Peer Avg (YTD)
+9.68%
vs Peers
+1.75%

MMFUX Mutual Fund Performance

MMFUX performance across multiple time periods: 1-month 2.52%, YTD 11.43%, 1-year 10.68%, 3-year 12.25%, 5-year 8.56%.

MMFUX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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