MMSKX Mutual Fund

NAV$20.75

Returns Overview

1 Month
+2.60%
3 Months
+7.11%
6 Months
+8.53%
YTD
+11.79%
1 Year
+11.06%
3 Years (annualized)
+13.44%
5 Years (annualized)
+9.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSKX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.79%
Peer Avg (YTD)
+9.68%
vs Peers
+2.12%

MMSKX Mutual Fund Performance

MMSKX performance across multiple time periods: 1-month 2.60%, YTD 11.79%, 1-year 11.06%, 3-year 13.44%, 5-year 9.31%.

MMSKX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.46%, investors should weigh costs against performance when evaluating this mutual fund.

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