MMABX Mutual Fund

MMABX Mutual Fund

NAV$20.42
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Returns Overview

1 Month
-2.70%
3 Months
-1.76%
6 Months
+4.47%
YTD
+2.89%
1 Year
+4.14%
3 Years (annualized)
+7.88%
5 Years (annualized)
+2.58%
10 Years (annualized)
+6.15%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMABX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+2.89%
Peer Avg (YTD)
+6.10%
vs Peers
-3.21%

MMABX Mutual Fund Performance

MMABX performance across multiple time periods: 1-month -2.70%, YTD 2.89%, 1-year 4.14%, 3-year 7.88%, 5-year 2.58%, 10-year 6.15%.

MMABX returns trail the peer average of 6.10% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

MMABX vs another fund shows side-by-side returns. MMABX alternatives are available in the Mutual Fund Screener.