MMRDX Mutual Fund

NAV$15.62

Returns Overview

1 Month
+0.59%
3 Months
+9.73%
6 Months
+8.19%
YTD
+7.89%
1 Year
+14.74%
3 Years (annualized)
+11.34%
5 Years (annualized)
+5.51%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMRDX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+7.89%
Peer Avg (YTD)
+5.87%
vs Peers
+2.03%

MMRDX Mutual Fund Performance

MMRDX performance across multiple time periods: 1-month 0.59%, YTD 7.89%, 1-year 14.74%, 3-year 11.34%, 5-year 5.51%, 10-year 7.22%.

MMRDX returns outperform the peer average of 5.87% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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