MMIIX Mutual Fund

MMIIX Mutual Fund

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Returns Overview

1 Month
-0.02%
3 Months
-0.63%
6 Months
-0.47%
YTD
+1.72%
1 Year
+6.98%
3 Years (annualized)
+5.63%
5 Years (annualized)
+0.61%
10 Years (annualized)
+2.67%

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)
+1.72%
Peer Avg (YTD)
+0.15%
vs Peers
+1.57%

MMIIX Mutual Fund Performance

MMIIX performance across multiple time periods: 1-month -0.02%, YTD 1.72%, 1-year 6.98%, 3-year 5.63%, 5-year 0.61%, 10-year 2.67%.

MMIIX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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