MMIEX Mutual Fund

MMIEX Mutual Fund

NAV$16.88
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Returns Overview

1 Month
-0.97%
3 Months
+15.09%
6 Months
+9.97%
YTD
+9.75%
1 Year
+4.35%
3 Years (annualized)
+14.06%
5 Years (annualized)
+9.50%
10 Years (annualized)
+11.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIEX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.75%
Peer Avg (YTD)
+9.51%
vs Peers
+0.24%

MMIEX Mutual Fund Performance

MMIEX performance across multiple time periods: 1-month -0.97%, YTD 9.75%, 1-year 4.35%, 3-year 14.06%, 5-year 9.50%, 10-year 11.18%.

MMIEX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.39%, investors should weigh costs against performance when evaluating this mutual fund.

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