MMUFX Mutual Fund

NAV$27.47

Returns Overview

1 Month
+10.50%
3 Months
+8.12%
6 Months
+18.25%
YTD
+11.30%
1 Year
+28.54%
3 Years
+12.70%
5 Years
+10.82%
10 Years
+10.42%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MMUFX 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)
+11.30%
Peer Avg (YTD)
+10.42%
vs Peers
+0.88%

MMUFX Mutual Fund Performance

MMUFX performance across multiple time periods: 1-month 10.50%, YTD 11.30%, 1-year 28.54%, 3-year 12.70%, 5-year 10.82%, 10-year 10.42%.

MMUFX returns outperform the peer average of 10.42% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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