MMIJX Mutual Fund

MMIJX Mutual Fund

NAV$29.11
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Returns Overview

1 Month
+6.27%
3 Months
+1.19%
6 Months
+7.82%
YTD
+18.40%
1 Year
+23.51%
3 Years (annualized)
+19.63%
5 Years (annualized)
+10.05%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIJX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.40%
Peer Avg (YTD)
+8.01%
vs Peers
+10.39%

MMIJX Mutual Fund Performance

MMIJX performance across multiple time periods: 1-month 6.27%, YTD 18.40%, 1-year 23.51%, 3-year 19.63%, 5-year 10.05%, 10-year 10.99%.

MMIJX returns outperform the peer average of 8.01% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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