MMMMX Mutual Fund

MMMMX Mutual Fund

NAV$56.28
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Returns Overview

1 Month
+3.25%
3 Months
+1.18%
6 Months
+11.05%
YTD
+36.46%
1 Year
+42.71%
3 Years (annualized)
+28.94%
5 Years (annualized)
+12.04%
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)
+36.46%
Peer Avg (YTD)
+12.21%
vs Peers
+24.25%

MMMMX Mutual Fund Performance

MMMMX performance across multiple time periods: 1-month 3.25%, YTD 36.46%, 1-year 42.71%, 3-year 28.94%, 5-year 12.04%, 10-year 12.43%.

MMMMX returns outperform the peer average of 12.21% 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.