MMYAX Mutual Fund

NAV$5.86

Returns Overview

1 Month
+7.17%
3 Months
+11.75%
6 Months
+4.03%
YTD
+2.24%
1 Year
+1.67%
3 Years (annualized)
+6.38%
5 Years (annualized)
+12.22%
10 Years (annualized)
+5.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMYAX 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
PROUpgrade to run

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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.24%
Peer Avg (YTD)
+4.49%
vs Peers
-2.25%

MMYAX Mutual Fund Performance

MMYAX performance across multiple time periods: 1-month 7.17%, YTD 2.24%, 1-year 1.67%, 3-year 6.38%, 5-year 12.22%, 10-year 5.57%.

MMYAX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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