MMUGX Mutual Fund

MMUGX Mutual Fund

NAV$25.43
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Returns Overview

1 Month
+8.90%
3 Months
-2.25%
6 Months
-7.46%
YTD
+2.22%
1 Year
+1.33%
3 Years (annualized)
+11.60%
5 Years (annualized)
+5.05%
10 Years (annualized)
+7.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUGX 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)
+2.22%
Peer Avg (YTD)
+6.38%
vs Peers
-4.15%

MMUGX Mutual Fund Performance

MMUGX performance across multiple time periods: 1-month 8.90%, YTD 2.22%, 1-year 1.33%, 3-year 11.60%, 5-year 5.05%, 10-year 7.37%.

MMUGX returns trail the peer average of 6.38% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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