MMUBX Mutual Fund

MMUBX Mutual Fund

NAV$25.79
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Returns Overview

1 Month
+2.27%
3 Months
-0.37%
6 Months
+8.44%
YTD
+6.92%
1 Year
+16.14%
3 Years (annualized)
+9.10%
5 Years (annualized)
+7.06%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUBX 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 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+6.92%
Peer Avg (YTD)
+10.15%
vs Peers
-3.22%

MMUBX Mutual Fund Performance

MMUBX performance across multiple time periods: 1-month 2.27%, YTD 6.92%, 1-year 16.14%, 3-year 9.10%, 5-year 7.06%, 10-year 7.52%.

MMUBX returns trail the peer average of 10.15% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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