MMEYX Mutual Fund

NAV$65.17

Returns Overview

1 Month
+6.64%
3 Months
+25.07%
6 Months
+36.46%
YTD
+36.18%
1 Year
+68.12%
3 Years (annualized)
+28.52%
5 Years (annualized)
+16.58%
10 Years (annualized)
+15.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMEYX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell Microcap Value(^RUMICV)
This Mutual Fund (YTD)
+36.18%
Peer Avg (YTD)
+18.52%
vs Peers
+17.66%

MMEYX Mutual Fund Performance

MMEYX performance across multiple time periods: 1-month 6.64%, YTD 36.18%, 1-year 68.12%, 3-year 28.52%, 5-year 16.58%, 10-year 15.37%.

MMEYX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.41%, investors should weigh costs against performance when evaluating this mutual fund.

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