MMIBX Mutual Fund

MMIBX Mutual Fund

NAV$7.69
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Returns Overview

1 Month
-4.70%
3 Months
-6.63%
6 Months
-4.07%
YTD
-4.43%
1 Year
-3.25%
3 Years (annualized)
+3.33%
5 Years (annualized)
-0.37%
10 Years (annualized)
+1.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIBX 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
Bloomberg Barclays Municipal Bond Index(LMBITR)
This Mutual Fund (YTD)
-4.43%
Peer Avg (YTD)
-3.84%
vs Peers
-0.59%

MMIBX Mutual Fund Performance

MMIBX performance across multiple time periods: 1-month -4.70%, YTD -4.43%, 1-year -3.25%, 3-year 3.33%, 5-year -0.37%, 10-year 1.29%.

MMIBX returns trail the peer average of -3.84% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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