MMMMX Mutual Fund

NAV$58.98

Returns Overview

1 Month
+6.64%
3 Months
+25.04%
6 Months
+36.43%
YTD
+36.17%
1 Year
+69.89%
3 Years (annualized)
+28.82%
5 Years (annualized)
+14.01%

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
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 Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+36.17%
Peer Avg (YTD)
+18.52%
vs Peers
+17.65%

MMMMX Mutual Fund Performance

MMMMX performance across multiple time periods: 1-month 6.64%, YTD 36.17%, 1-year 69.89%, 3-year 28.82%, 5-year 14.01%.

MMMMX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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