MMFZX Mutual Fund

NAV$18.57

Returns Overview

1 Month
+2.51%
3 Months
+6.79%
6 Months
+7.97%
YTD
+11.10%
1 Year
+10.14%
3 Years (annualized)
+11.69%
5 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMFZX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2045 Index(^SPTGT45:SP)
This Mutual Fund (YTD)
+11.10%
Peer Avg (YTD)
+9.68%
vs Peers
+1.42%

MMFZX Mutual Fund Performance

MMFZX performance across multiple time periods: 1-month 2.51%, YTD 11.10%, 1-year 10.14%, 3-year 11.69%, 5-year 8.00%.

MMFZX returns outperform the peer average of 9.68% YTD. With an expense ratio of 1.12%, investors should weigh costs against performance when evaluating this mutual fund.

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