MMTFX Mutual Fund

NAV$15.09
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Returns Overview

1 Month
+1.85%
3 Months
+4.95%
6 Months
+5.71%
YTD
+8.53%
1 Year
+8.23%
3 Years (annualized)
+8.96%
5 Years (annualized)
+6.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTFX 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
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📉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

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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 2025 Index(^SPTGT25:SP)
This Mutual Fund (YTD)
+8.53%
Peer Avg (YTD)
+9.68%
vs Peers
-1.15%

MMTFX Mutual Fund Performance

MMTFX performance across multiple time periods: 1-month 1.85%, YTD 8.53%, 1-year 8.23%, 3-year 8.96%, 5-year 6.08%.

MMTFX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.38%, investors should weigh costs against performance when evaluating this mutual fund.

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