MMZUX Mutual Fund

MMZUX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+0.45%
3 Months
+1.94%
6 Months
+1.30%
YTD
+1.30%
1 Year
+5.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMZUX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+1.30%
Peer Avg (YTD)
+1.79%
vs Peers
-0.49%

MMZUX Mutual Fund Performance

MMZUX performance across multiple time periods: 1-month 0.45%, YTD 1.30%, 1-year 5.83%.

MMZUX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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