MMFVX Mutual Fund

MMFVX Mutual Fund

NAV$8.85
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Returns Overview

1 Month
+3.26%
3 Months
+4.22%
6 Months
+3.20%
YTD
+7.08%
1 Year
+2.80%
3 Years (annualized)
+9.01%
5 Years (annualized)
+8.91%
10 Years (annualized)
+6.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFVX 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
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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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+7.08%
Peer Avg (YTD)
+8.00%
vs Peers
-0.92%

MMFVX Mutual Fund Performance

MMFVX performance across multiple time periods: 1-month 3.26%, YTD 7.08%, 1-year 2.80%, 3-year 9.01%, 5-year 8.91%, 10-year 6.64%.

MMFVX returns trail the peer average of 8.00% YTD. With an expense ratio of 1.06%, investors should weigh costs against performance when evaluating this mutual fund.

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