MMDAX Mutual Fund

MMDAX Mutual Fund

NAV$12.32
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Returns Overview

1 Month
-2.56%
3 Months
-0.33%
6 Months
+9.24%
YTD
+7.98%
1 Year
+10.63%
3 Years (annualized)
+11.19%
5 Years (annualized)
+4.75%
10 Years (annualized)
+6.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDAX 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
Moderate Allocation Fund Custom Index
This Mutual Fund (YTD)
+7.98%
Peer Avg (YTD)
+4.96%
vs Peers
+3.01%

MMDAX Mutual Fund Performance

MMDAX performance across multiple time periods: 1-month -2.56%, YTD 7.98%, 1-year 10.63%, 3-year 11.19%, 5-year 4.75%, 10-year 6.36%.

MMDAX returns outperform the peer average of 4.96% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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