MMTOX Mutual Fund

NAV$16.73
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Returns Overview

1 Month
+2.00%
3 Months
+5.37%
6 Months
+6.18%
YTD
+9.18%
1 Year
+8.58%
3 Years (annualized)
+9.35%
5 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTOX 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 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+9.18%
Peer Avg (YTD)
+9.68%
vs Peers
-0.50%

MMTOX Mutual Fund Performance

MMTOX performance across multiple time periods: 1-month 2.00%, YTD 9.18%, 1-year 8.58%, 3-year 9.35%, 5-year 6.36%.

MMTOX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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