MMTIX Mutual Fund

NAV$15.22
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Returns Overview

1 Month
+1.76%
3 Months
+4.78%
6 Months
+5.34%
YTD
+8.07%
1 Year
+7.52%
3 Years (annualized)
+8.26%
5 Years (annualized)
+5.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTIX 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)
+8.07%
Peer Avg (YTD)
+9.68%
vs Peers
-1.61%

MMTIX Mutual Fund Performance

MMTIX performance across multiple time periods: 1-month 1.76%, YTD 8.07%, 1-year 7.52%, 3-year 8.26%, 5-year 5.38%.

MMTIX returns trail the peer average of 9.68% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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