MMIIX Mutual Fund

MMIIX Mutual Fund

NAV$7.42
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Returns Overview

1 Month
+1.30%
3 Months
+3.42%
6 Months
+3.70%
YTD
+3.70%
1 Year
+8.68%
3 Years (annualized)
+5.98%
5 Years (annualized)
+1.14%
10 Years (annualized)
+2.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIIX 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)
+3.70%
Peer Avg (YTD)
+1.79%
vs Peers
+1.92%

MMIIX Mutual Fund Performance

MMIIX performance across multiple time periods: 1-month 1.30%, YTD 3.70%, 1-year 8.68%, 3-year 5.98%, 5-year 1.14%, 10-year 2.93%.

MMIIX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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