MMSIX Mutual Fund

NAV$14.03

Returns Overview

1 Month
+4.26%
3 Months
+17.02%
6 Months
+19.01%
YTD
+17.31%
1 Year
+28.50%
3 Years (annualized)
+14.73%
5 Years (annualized)
+5.85%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSIX 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

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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
CRSP US Small Cap Index(CRSPSC1)
This Mutual Fund (YTD)
+17.31%
Peer Avg (YTD)
+18.52%
vs Peers
-1.21%

MMSIX Mutual Fund Performance

MMSIX performance across multiple time periods: 1-month 4.26%, YTD 17.31%, 1-year 28.50%, 3-year 14.73%, 5-year 5.85%, 10-year 9.51%.

MMSIX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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