MMFWX Mutual Fund

MMFWX Mutual Fund

NAV$18.61
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Returns Overview

1 Month
+2.51%
3 Months
+6.83%
6 Months
+8.09%
YTD
+11.28%
1 Year
+10.44%
3 Years (annualized)
+11.98%
5 Years (annualized)
+8.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFWX 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
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+11.28%
Peer Avg (YTD)
+9.68%
vs Peers
+1.60%

MMFWX Mutual Fund Performance

MMFWX performance across multiple time periods: 1-month 2.51%, YTD 11.28%, 1-year 10.44%, 3-year 11.98%, 5-year 8.28%.

MMFWX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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