MMSCX Mutual Fund

NAV$12.46

Returns Overview

1 Month
+4.23%
3 Months
+16.98%
6 Months
+18.79%
YTD
+17.09%
1 Year
+28.00%
3 Years (annualized)
+14.12%
5 Years (annualized)
+5.45%
10 Years (annualized)
+11.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSCX 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
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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
CRSP US Small Cap Index(CRSPSC1)
This Mutual Fund (YTD)
+17.09%
Peer Avg (YTD)
+18.52%
vs Peers
-1.43%

MMSCX Mutual Fund Performance

MMSCX performance across multiple time periods: 1-month 4.23%, YTD 17.09%, 1-year 28.00%, 3-year 14.12%, 5-year 5.45%, 10-year 11.71%.

MMSCX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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