MMRCX Mutual Fund

NAV$15.33

Returns Overview

1 Month
+0.46%
3 Months
+9.45%
6 Months
+7.74%
YTD
+7.44%
1 Year
+13.79%
3 Years (annualized)
+10.47%
5 Years (annualized)
+4.71%
10 Years (annualized)
+6.79%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMRCX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+7.44%
Peer Avg (YTD)
+5.87%
vs Peers
+1.57%

MMRCX Mutual Fund Performance

MMRCX performance across multiple time periods: 1-month 0.46%, YTD 7.44%, 1-year 13.79%, 3-year 10.47%, 5-year 4.71%, 10-year 6.79%.

MMRCX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.82%, investors should weigh costs against performance when evaluating this mutual fund.

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