MMZVX Mutual Fund

MMZVX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-2.07%
3 Months
-1.26%
6 Months
-1.77%
YTD
-0.63%
1 Year
+4.26%

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
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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)
-0.63%
Peer Avg (YTD)
+0.23%
vs Peers
-0.87%

MMZVX Mutual Fund Performance

MMZVX performance across multiple time periods: 1-month -2.07%, YTD -0.63%, 1-year 4.26%.

MMZVX returns trail the peer average of 0.23% 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.