MMUBX Mutual Fund

NAV$27.09

Returns Overview

1 Month
+10.49%
3 Months
+7.92%
6 Months
+17.81%
YTD
+11.20%
1 Year
+27.63%
3 Years
+11.86%
5 Years
+10.00%
10 Years
+9.60%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MMUBX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
+11.20%
Peer Avg (YTD)
+10.42%
vs Peers
+0.78%

MMUBX Mutual Fund Performance

MMUBX performance across multiple time periods: 1-month 10.49%, YTD 11.20%, 1-year 27.63%, 3-year 11.86%, 5-year 10.00%, 10-year 9.60%.

MMUBX returns outperform the peer average of 10.42% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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