MMUFX Mutual Fund

NAV$26.28

Returns Overview

1 Month
-5.28%
3 Months
-5.78%
6 Months
+1.87%
YTD
+4.87%
1 Year
+14.62%
3 Years
+9.93%
5 Years
+7.09%
10 Years
+8.43%

Risk Metrics (1-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)
+4.87%
Peer Avg (YTD)
+8.41%
vs Peers
-3.54%

MMUFX Mutual Fund Performance

MMUFX performance across multiple time periods: 1-month -5.28%, YTD 4.87%, 1-year 14.62%, 3-year 9.93%, 5-year 7.09%, 10-year 8.43%.

MMUFX returns trail the peer average of 8.41% 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.