MMIJX Mutual Fund

MMIJX Mutual Fund

NAV$27.61
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Returns Overview

1 Month
-5.50%
3 Months
-2.90%
6 Months
+9.09%
YTD
+11.42%
1 Year
+14.02%
3 Years (annualized)
+15.82%
5 Years (annualized)
+10.45%
10 Years (annualized)
+10.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMIJX 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
Russell Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+6.72%
vs Peers
+4.69%

MMIJX Mutual Fund Performance

MMIJX performance across multiple time periods: 1-month -5.50%, YTD 11.42%, 1-year 14.02%, 3-year 15.82%, 5-year 10.45%, 10-year 10.99%.

MMIJX returns outperform the peer average of 6.72% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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