MMTPX Mutual Fund

NAV$16.73

Returns Overview

1 Month
+1.93%
3 Months
+5.29%
6 Months
+6.10%
YTD
+9.02%
1 Year
+8.31%
3 Years (annualized)
+5.00%
5 Years (annualized)
+3.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTPX 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
PROUpgrade to run

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)
+9.02%
Peer Avg (YTD)
+9.68%
vs Peers
-0.65%

MMTPX Mutual Fund Performance

MMTPX performance across multiple time periods: 1-month 1.93%, YTD 9.02%, 1-year 8.31%, 3-year 5.00%, 5-year 3.71%.

MMTPX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.82%, investors should weigh costs against performance when evaluating this mutual fund.

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