MMUJX Mutual Fund

MMUJX Mutual Fund

NAV$26.06
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Returns Overview

1 Month
-2.09%
3 Months
-5.06%
6 Months
+4.41%
YTD
+6.69%
1 Year
+10.69%
3 Years (annualized)
+10.27%
5 Years (annualized)
+7.24%
10 Years (annualized)
+8.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUJX 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)
+6.69%
Peer Avg (YTD)
+8.19%
vs Peers
-1.50%

MMUJX Mutual Fund Performance

MMUJX performance across multiple time periods: 1-month -2.09%, YTD 6.69%, 1-year 10.69%, 3-year 10.27%, 5-year 7.24%, 10-year 8.26%.

MMUJX returns trail the peer average of 8.19% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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