MMMSX Mutual Fund

MMMSX Mutual Fund

NAV$25.44
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Returns Overview

1 Month
-0.19%
3 Months
+5.48%
6 Months
+9.89%
YTD
+19.30%
1 Year
+22.45%
3 Years (annualized)
+14.48%
5 Years (annualized)
+9.79%
10 Years (annualized)
+11.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMMSX 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
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+19.30%
Peer Avg (YTD)
+9.89%
vs Peers
+9.41%

MMMSX Mutual Fund Performance

MMMSX performance across multiple time periods: 1-month -0.19%, YTD 19.30%, 1-year 22.45%, 3-year 14.48%, 5-year 9.79%, 10-year 11.27%.

MMMSX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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