MMXEX Mutual Fund

MMXEX Mutual Fund

NAV$15.29
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Returns Overview

1 Month
+1.66%
3 Months
+4.32%
6 Months
+4.83%
YTD
+7.51%
1 Year
+7.11%
3 Years (annualized)
+5.53%
5 Years (annualized)
+3.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMXEX 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 Target Date 2010 Index(^SPTGT10:SP)
This Mutual Fund (YTD)
+7.51%
Peer Avg (YTD)
+9.68%
vs Peers
-2.17%

MMXEX Mutual Fund Performance

MMXEX performance across multiple time periods: 1-month 1.66%, YTD 7.51%, 1-year 7.11%, 3-year 5.53%, 5-year 3.23%.

MMXEX returns trail the peer average of 9.68% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

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