MMMMX Mutual Fund

MMMMX Mutual Fund

NAV$58.63
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Returns Overview

1 Month
-0.96%
3 Months
+9.75%
6 Months
+25.04%
YTD
+34.87%
1 Year
+53.68%
3 Years (annualized)
+21.79%
5 Years (annualized)
+12.57%
10 Years (annualized)
+12.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMMMX 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 Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+34.87%
Peer Avg (YTD)
+15.31%
vs Peers
+19.56%

MMMMX Mutual Fund Performance

MMMMX performance across multiple time periods: 1-month -0.96%, YTD 34.87%, 1-year 53.68%, 3-year 21.79%, 5-year 12.57%, 10-year 12.43%.

MMMMX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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