MMIJX Mutual Fund

MMIJX Mutual Fund

NAV$28.81
See how much of MMIJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.97%
3 Months
+6.54%
6 Months
+12.65%
YTD
+18.56%
1 Year
+24.62%
3 Years (annualized)
+14.06%
5 Years (annualized)
+10.59%
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
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+18.56%
Peer Avg (YTD)
+9.54%
vs Peers
+9.02%

MMIJX Mutual Fund Performance

MMIJX performance across multiple time periods: 1-month 1.97%, YTD 18.56%, 1-year 24.62%, 3-year 14.06%, 5-year 10.59%, 10-year 10.99%.

MMIJX returns outperform the peer average of 9.54% 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.