MMIBX Mutual Fund

MMIBX Mutual Fund

NAV$7.97
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Returns Overview

1 Month
+3.14%
3 Months
-1.94%
6 Months
-2.27%
YTD
-1.43%
1 Year
-1.31%
3 Years (annualized)
+4.54%
5 Years (annualized)
-0.42%
10 Years (annualized)
+1.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIBX 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
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📉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 Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-1.43%
Peer Avg (YTD)
-0.87%
vs Peers
-0.56%

MMIBX Mutual Fund Performance

MMIBX performance across multiple time periods: 1-month 3.14%, YTD -1.43%, 1-year -1.31%, 3-year 4.54%, 5-year -0.42%, 10-year 1.09%.

MMIBX returns trail the peer average of -0.87% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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