MMIAX Mutual Fund

MMIAX Mutual Fund

NAV$8.31
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Returns Overview

1 Month
+3.22%
3 Months
-0.26%
6 Months
+8.20%
YTD
+15.26%
1 Year
+1.91%
3 Years (annualized)
+9.47%
5 Years (annualized)
+11.95%
10 Years (annualized)
+8.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIAX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.26%
Peer Avg (YTD)
+10.47%
vs Peers
+4.78%

MMIAX Mutual Fund Performance

MMIAX performance across multiple time periods: 1-month 3.22%, YTD 15.26%, 1-year 1.91%, 3-year 9.47%, 5-year 11.95%, 10-year 8.36%.

MMIAX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.58%, investors should weigh costs against performance when evaluating this mutual fund.

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