MMMSX Mutual Fund

NAV$27.43

Returns Overview

1 Month
+4.73%
3 Months
+16.32%
6 Months
+18.45%
YTD
+17.09%
1 Year
+36.57%
3 Years (annualized)
+15.15%
5 Years (annualized)
+10.00%

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
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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+10.82%
vs Peers
+6.28%

MMMSX Mutual Fund Performance

MMMSX performance across multiple time periods: 1-month 4.73%, YTD 17.09%, 1-year 36.57%, 3-year 15.15%, 5-year 10.00%.

MMMSX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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