MMZVX Mutual Fund

MMZVX Mutual Fund

NAV$9.65
See how much of MMZVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.70%
3 Months
-0.49%
6 Months
-1.75%
YTD
-1.12%
1 Year
-0.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMZVX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
-1.12%
Peer Avg (YTD)
-0.87%
vs Peers
-0.26%

MMZVX Mutual Fund Performance

MMZVX performance across multiple time periods: 1-month 3.70%, YTD -1.12%, 1-year -0.61%.

MMZVX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

MMZVX vs another fund shows side-by-side returns. MMZVX alternatives are available in the Mutual Fund Screener.