MMRIX Mutual Fund

NAV$15.73

Returns Overview

1 Month
+0.52%
3 Months
+9.75%
6 Months
+8.37%
YTD
+8.07%
1 Year
+15.12%
3 Years (annualized)
+11.79%
5 Years (annualized)
+5.98%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMRIX 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)
+8.07%
Peer Avg (YTD)
+5.87%
vs Peers
+2.20%

MMRIX Mutual Fund Performance

MMRIX performance across multiple time periods: 1-month 0.52%, YTD 8.07%, 1-year 15.12%, 3-year 11.79%, 5-year 5.98%, 10-year 7.34%.

MMRIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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