MMUKX Mutual Fund

NAV$25.97
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Returns Overview

1 Month
+2.34%
3 Months
-0.08%
6 Months
+9.01%
YTD
+7.49%
1 Year
+17.43%
3 Years (annualized)
+10.31%
5 Years (annualized)
+8.24%
10 Years (annualized)
+8.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUKX 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
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1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+7.49%
Peer Avg (YTD)
+10.15%
vs Peers
-2.65%

MMUKX Mutual Fund Performance

MMUKX performance across multiple time periods: 1-month 2.34%, YTD 7.49%, 1-year 17.43%, 3-year 10.31%, 5-year 8.24%, 10-year 8.69%.

MMUKX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

MMUKX performance comparison shows side-by-side returns with another fund. MMUKX alternatives are available in the Mutual Fund Screener.