MMZWX Mutual Fund

MMZWX Mutual Fund

NAV$9.71
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Returns Overview

1 Month
+0.57%
3 Months
+2.00%
6 Months
+1.42%
YTD
+1.42%
1 Year
+6.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMZWX 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)
+1.42%
Peer Avg (YTD)
+1.79%
vs Peers
-0.37%

MMZWX Mutual Fund Performance

MMZWX performance across multiple time periods: 1-month 0.57%, YTD 1.42%, 1-year 6.09%.

MMZWX returns trail the peer average of 1.79% YTD. With an expense ratio of 0.51%, investors should weigh costs against performance when evaluating this mutual fund.

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