MMAIX Mutual Fund

MMAIX Mutual Fund

NAV$21.09
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Returns Overview

1 Month
-2.60%
3 Months
-1.50%
6 Months
+5.00%
YTD
+3.68%
1 Year
+5.23%
3 Years (annualized)
+8.91%
5 Years (annualized)
+3.58%
10 Years (annualized)
+7.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMAIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MFS Moderate Allocation Fund Blended Index
This Mutual Fund (YTD)
+3.68%
Peer Avg (YTD)
+6.10%
vs Peers
-2.42%

MMAIX Mutual Fund Performance

MMAIX performance across multiple time periods: 1-month -2.60%, YTD 3.68%, 1-year 5.23%, 3-year 8.91%, 5-year 3.58%, 10-year 7.20%.

MMAIX returns trail the peer average of 6.10% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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