MMDEX Mutual Fund

MMDEX Mutual Fund

NAV$63.56
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Returns Overview

1 Month
+2.17%
3 Months
+3.70%
6 Months
+24.49%
YTD
+12.78%
1 Year
+14.72%
3 Years (annualized)
+21.06%
5 Years (annualized)
+11.14%
10 Years (annualized)
+16.72%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMDEX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
CRSP US Large Cap Growth Index(CRSPLCG1)
This Mutual Fund (YTD)
+12.78%
Peer Avg (YTD)
+8.68%
vs Peers
+4.10%

MMDEX Mutual Fund Performance

MMDEX performance across multiple time periods: 1-month 2.17%, YTD 12.78%, 1-year 14.72%, 3-year 21.06%, 5-year 11.14%, 10-year 16.72%.

MMDEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.34%, investors should weigh costs against performance when evaluating this mutual fund.

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