MMUHX Mutual Fund

MMUHX Mutual Fund

NAV$25.34
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Returns Overview

1 Month
-2.14%
3 Months
-5.17%
6 Months
+4.26%
YTD
+6.50%
1 Year
+10.39%
3 Years (annualized)
+9.98%
5 Years (annualized)
+6.97%
10 Years (annualized)
+7.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUHX 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 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+6.50%
Peer Avg (YTD)
+8.19%
vs Peers
-1.69%

MMUHX Mutual Fund Performance

MMUHX performance across multiple time periods: 1-month -2.14%, YTD 6.50%, 1-year 10.39%, 3-year 9.98%, 5-year 6.97%, 10-year 7.98%.

MMUHX returns trail the peer average of 8.19% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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