MMIZX Mutual Fund

NAV$16.52

Returns Overview

1 Month
-0.99%
3 Months
+15.11%
6 Months
+10.12%
YTD
+9.89%
1 Year
+4.03%
3 Years (annualized)
+14.13%
5 Years (annualized)
+9.65%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIZX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+9.89%
Peer Avg (YTD)
+9.51%
vs Peers
+0.38%

MMIZX Mutual Fund Performance

MMIZX performance across multiple time periods: 1-month -0.99%, YTD 9.89%, 1-year 4.03%, 3-year 14.13%, 5-year 9.65%, 10-year 11.40%.

MMIZX returns outperform the peer average of 9.51% YTD. With an expense ratio of 0.14%, investors should weigh costs against performance when evaluating this mutual fund.

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