MMLRX Mutual Fund

NAV$15.05

Returns Overview

3 Months
+1.63%
6 Months
+9.76%
YTD
+11.71%
1 Year
+7.67%
3 Years (annualized)
+18.80%
5 Years (annualized)
+11.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMLRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+11.71%
Peer Avg (YTD)
+14.11%
vs Peers
-2.40%

MMLRX Mutual Fund Performance

MMLRX performance across multiple time periods: YTD 11.71%, 1-year 7.67%, 3-year 18.80%, 5-year 11.94%.

MMLRX returns trail the peer average of 14.11% YTD. investors should weigh costs against performance when evaluating this mutual fund.

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