MMSIX Mutual Fund

MMSIX Mutual Fund

NAV$13.54
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Returns Overview

1 Month
+2.05%
3 Months
-0.96%
6 Months
+3.39%
YTD
+12.86%
1 Year
+15.78%
3 Years (annualized)
+17.41%
5 Years (annualized)
+4.75%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP US Small Cap Index(CRSPSC1)
This Mutual Fund (YTD)
+12.86%
Peer Avg (YTD)
+12.21%
vs Peers
+0.65%

MMSIX Mutual Fund Performance

MMSIX performance across multiple time periods: 1-month 2.05%, YTD 12.86%, 1-year 15.78%, 3-year 17.41%, 5-year 4.75%, 10-year 9.14%.

MMSIX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

MMSIX vs another fund shows side-by-side returns. MMSIX alternatives are available in the Mutual Fund Screener.