MMIIX Mutual Fund

MMIIX Mutual Fund

NAV$7.17
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Returns Overview

1 Month
+3.58%
3 Months
-1.41%
6 Months
-1.26%
YTD
+0.31%
1 Year
+0.78%
3 Years (annualized)
+7.12%
5 Years (annualized)
+0.60%
10 Years (annualized)
+2.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIIX 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)
+0.31%
Peer Avg (YTD)
-0.30%
vs Peers
+0.61%

MMIIX Mutual Fund Performance

MMIIX performance across multiple time periods: 1-month 3.58%, YTD 0.31%, 1-year 0.78%, 3-year 7.12%, 5-year 0.60%, 10-year 2.38%.

MMIIX returns outperform the peer average of -0.30% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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