MMSVX Mutual Fund

MMSVX Mutual Fund

NAV$20.53
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Returns Overview

1 Month
+2.52%
3 Months
+6.90%
6 Months
+8.16%
YTD
+11.31%
1 Year
+10.39%
3 Years (annualized)
+12.68%
5 Years (annualized)
+8.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2060 Index(SPTGT60T)
This Mutual Fund (YTD)
+11.31%
Peer Avg (YTD)
+9.68%
vs Peers
+1.63%

MMSVX Mutual Fund Performance

MMSVX performance across multiple time periods: 1-month 2.52%, YTD 11.31%, 1-year 10.39%, 3-year 12.68%, 5-year 8.53%.

MMSVX returns outperform the peer average of 9.68% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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