MMRIX Mutual Fund

MMRIX Mutual Fund

NAV$15.49
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Returns Overview

1 Month
-1.66%
3 Months
-1.16%
6 Months
+8.47%
YTD
+6.82%
1 Year
+9.48%
3 Years (annualized)
+11.82%
5 Years (annualized)
+5.56%
10 Years (annualized)
+7.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMRIX 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
MSCI EAFE Index (Net)
This Mutual Fund (YTD)
+6.82%
Peer Avg (YTD)
+4.96%
vs Peers
+1.85%

MMRIX Mutual Fund Performance

MMRIX performance across multiple time periods: 1-month -1.66%, YTD 6.82%, 1-year 9.48%, 3-year 11.82%, 5-year 5.56%, 10-year 7.02%.

MMRIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.63%, investors should weigh costs against performance when evaluating this mutual fund.

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