MMIUX Mutual Fund

MMIUX Mutual Fund

NAV$12.50
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Returns Overview

1 Month
+2.82%
3 Months
+5.27%
6 Months
+13.25%
YTD
+20.88%
1 Year
+13.68%
3 Years (annualized)
+15.66%
5 Years (annualized)
+9.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIUX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+20.88%
Peer Avg (YTD)
+10.47%
vs Peers
+10.40%

MMIUX Mutual Fund Performance

MMIUX performance across multiple time periods: 1-month 2.82%, YTD 20.88%, 1-year 13.68%, 3-year 15.66%, 5-year 9.23%.

MMIUX returns outperform the peer average of 10.47% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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