MMPCX Mutual Fund

NAV$23.17

Returns Overview

1 Month
+0.09%
3 Months
+7.67%
6 Months
+7.19%
YTD
+6.45%
1 Year
+16.37%
3 Years (annualized)
+12.53%
5 Years (annualized)
+17.88%
10 Years (annualized)
+20.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMPCX 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 3000 Index(^RUA)
This Mutual Fund (YTD)
+6.45%
Peer Avg (YTD)
+9.49%
vs Peers
-3.03%

MMPCX Mutual Fund Performance

MMPCX performance across multiple time periods: 1-month 0.09%, YTD 6.45%, 1-year 16.37%, 3-year 12.53%, 5-year 17.88%, 10-year 20.32%.

MMPCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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