MMTRX Mutual Fund

MMTRX Mutual Fund

NAV$16.73
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Returns Overview

1 Month
+1.97%
3 Months
+5.40%
6 Months
+6.28%
YTD
+9.29%
1 Year
+8.76%
3 Years (annualized)
+9.54%
5 Years (annualized)
+6.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTRX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P Target Date 2030 Index(^SPTGT30:SP)
This Mutual Fund (YTD)
+9.29%
Peer Avg (YTD)
+9.68%
vs Peers
-0.39%

MMTRX Mutual Fund Performance

MMTRX performance across multiple time periods: 1-month 1.97%, YTD 9.29%, 1-year 8.76%, 3-year 9.54%, 5-year 6.55%.

MMTRX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

MMTRX vs another fund shows side-by-side returns. MMTRX alternatives are available in the Mutual Fund Screener.