MMSRX Mutual Fund

NAV$6.96

Returns Overview

1 Month
+0.14%
3 Months
-1.85%
6 Months
+7.30%
YTD
+8.48%
1 Year
+4.38%
3 Years (annualized)
-1.37%
5 Years (annualized)
-3.29%
10 Years (annualized)
+2.63%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSRX 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
Russell Midcap Index(^RMCC)
This Mutual Fund (YTD)
+8.48%
Peer Avg (YTD)
+6.42%
vs Peers
+2.06%

MMSRX Mutual Fund Performance

MMSRX performance across multiple time periods: 1-month 0.14%, YTD 8.48%, 1-year 4.38%, 3-year -1.37%, 5-year -3.29%, 10-year 2.63%.

MMSRX returns outperform the peer average of 6.42% YTD. With an expense ratio of 1.57%, investors should weigh costs against performance when evaluating this mutual fund.

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