MMHEX Mutual Fund

MMHEX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
-1.98%
3 Months
+0.22%
6 Months
+0.67%
YTD
+2.08%
1 Year
+8.81%
3 Years (annualized)
+4.70%
5 Years (annualized)
+0.77%
10 Years (annualized)
+3.17%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMHEX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+2.08%
Peer Avg (YTD)
+0.23%
vs Peers
+1.85%

MMHEX Mutual Fund Performance

MMHEX performance across multiple time periods: 1-month -1.98%, YTD 2.08%, 1-year 8.81%, 3-year 4.70%, 5-year 0.77%, 10-year 3.17%.

MMHEX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.58%, investors should weigh costs against performance when evaluating this mutual fund.

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