MMTUX Mutual Fund

MMTUX Mutual Fund

NAV$13.84
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Returns Overview

1 Month
+1.71%
3 Months
+4.65%
6 Months
+5.23%
YTD
+8.00%
1 Year
+7.61%
3 Years (annualized)
+8.50%
5 Years (annualized)
+5.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTUX 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 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+8.00%
Peer Avg (YTD)
+9.68%
vs Peers
-1.68%

MMTUX Mutual Fund Performance

MMTUX performance across multiple time periods: 1-month 1.71%, YTD 8.00%, 1-year 7.61%, 3-year 8.50%, 5-year 5.43%.

MMTUX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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