MMUJX Mutual Fund

NAV$26.84

Returns Overview

1 Month
-1.00%
3 Months
-1.47%
6 Months
+6.09%
YTD
+7.02%
1 Year
+17.28%
3 Years (annualized)
+10.20%
5 Years (annualized)
+8.13%
10 Years (annualized)
+8.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUJX 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

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)
+7.02%
Peer Avg (YTD)
+10.15%
vs Peers
-3.13%

MMUJX Mutual Fund Performance

MMUJX performance across multiple time periods: 1-month -1.00%, YTD 7.02%, 1-year 17.28%, 3-year 10.20%, 5-year 8.13%, 10-year 8.59%.

MMUJX returns trail the peer average of 10.15% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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