MMHDX Mutual Fund

NAV$11.72

Returns Overview

1 Month
+1.19%
3 Months
+3.30%
6 Months
+2.79%
YTD
+2.70%
1 Year
+7.01%
3 Years (annualized)
+3.95%
5 Years (annualized)
-0.16%
10 Years (annualized)
+1.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMHDX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.70%
Peer Avg (YTD)
+1.79%
vs Peers
+0.92%

MMHDX Mutual Fund Performance

MMHDX performance across multiple time periods: 1-month 1.19%, YTD 2.70%, 1-year 7.01%, 3-year 3.95%, 5-year -0.16%, 10-year 1.96%.

MMHDX returns outperform the peer average of 1.79% YTD. With an expense ratio of 1.66%, investors should weigh costs against performance when evaluating this mutual fund.

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