MMTQX Mutual Fund

NAV$16.71

Returns Overview

1 Month
+1.92%
3 Months
+5.22%
6 Months
+5.96%
YTD
+8.81%
1 Year
+8.07%
3 Years (annualized)
+4.73%
5 Years (annualized)
+3.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTQX 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)
+8.81%
Peer Avg (YTD)
+9.68%
vs Peers
-0.87%

MMTQX Mutual Fund Performance

MMTQX performance across multiple time periods: 1-month 1.92%, YTD 8.81%, 1-year 8.07%, 3-year 4.73%, 5-year 3.44%.

MMTQX returns trail the peer average of 9.68% YTD. With an expense ratio of 1.07%, investors should weigh costs against performance when evaluating this mutual fund.

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