MMYLX Mutual Fund

MMYLX Mutual Fund

NAV$9.36

Returns Overview

1 Month
+7.21%
3 Months
+11.75%
6 Months
+4.16%
YTD
+2.36%
1 Year
+1.79%
3 Years (annualized)
+6.64%
5 Years (annualized)
+12.46%
10 Years (annualized)
+5.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMYLX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+2.36%
Peer Avg (YTD)
+4.49%
vs Peers
-2.13%

MMYLX Mutual Fund Performance

MMYLX performance across multiple time periods: 1-month 7.21%, YTD 2.36%, 1-year 1.79%, 3-year 6.64%, 5-year 12.46%, 10-year 5.88%.

MMYLX returns trail the peer average of 4.49% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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