MMSOX Mutual Fund

MMSOX Mutual Fund

NAV$20.69
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Returns Overview

1 Month
+2.59%
3 Months
+7.06%
6 Months
+8.43%
YTD
+11.70%
1 Year
+10.92%
3 Years (annualized)
+13.24%
5 Years (annualized)
+9.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSOX 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
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.70%
Peer Avg (YTD)
+9.68%
vs Peers
+2.02%

MMSOX Mutual Fund Performance

MMSOX performance across multiple time periods: 1-month 2.59%, YTD 11.70%, 1-year 10.92%, 3-year 13.24%, 5-year 9.08%.

MMSOX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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