MMTJX Mutual Fund

MMTJX Mutual Fund

NAV$17.70
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Returns Overview

1 Month
+2.23%
3 Months
+6.06%
6 Months
+7.09%
YTD
+10.25%
1 Year
+9.51%
3 Years (annualized)
+10.64%
5 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTJX 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 2035 Index(^SPTGT35:SP)
This Mutual Fund (YTD)
+10.25%
Peer Avg (YTD)
+9.68%
vs Peers
+0.57%

MMTJX Mutual Fund Performance

MMTJX performance across multiple time periods: 1-month 2.23%, YTD 10.25%, 1-year 9.51%, 3-year 10.64%, 5-year 7.37%.

MMTJX returns outperform the peer average of 9.68% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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