MMUFX Mutual Fund

MMUFX Mutual Fund

NAV$24.66
See how much of MMUFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.01%
3 Months
-4.89%
6 Months
-10.38%
YTD
+1.15%
1 Year
+5.97%
3 Years (annualized)
+10.34%
5 Years (annualized)
+5.74%
10 Years (annualized)
+8.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUFX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+1.15%
Peer Avg (YTD)
+5.42%
vs Peers
-4.27%

MMUFX Mutual Fund Performance

MMUFX performance across multiple time periods: 1-month -5.01%, YTD 1.15%, 1-year 5.97%, 3-year 10.34%, 5-year 5.74%, 10-year 8.15%.

MMUFX returns trail the peer average of 5.42% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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