MMTVX Mutual Fund

NAV$15.40

Returns Overview

1 Month
+1.70%
3 Months
+4.57%
6 Months
+5.07%
YTD
+7.82%
1 Year
+7.30%
3 Years (annualized)
+8.21%
5 Years (annualized)
+5.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMTVX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
S&P Target Date 2020 Index(^SPTGT20:SP)
This Mutual Fund (YTD)
+7.82%
Peer Avg (YTD)
+9.68%
vs Peers
-1.86%

MMTVX Mutual Fund Performance

MMTVX performance across multiple time periods: 1-month 1.70%, YTD 7.82%, 1-year 7.30%, 3-year 8.21%, 5-year 5.16%.

MMTVX returns trail the peer average of 9.68% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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