MMSIX Mutual Fund

MMSIX Mutual Fund

NAV$13.34
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Returns Overview

1 Month
-4.22%
3 Months
-5.73%
6 Months
+10.31%
YTD
+10.59%
1 Year
+13.37%
3 Years (annualized)
+13.81%
5 Years (annualized)
+5.31%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMSIX 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
CRSP US Small Cap Index(CRSPSC1)
This Mutual Fund (YTD)
+10.59%
Peer Avg (YTD)
+10.34%
vs Peers
+0.25%

MMSIX Mutual Fund Performance

MMSIX performance across multiple time periods: 1-month -4.22%, YTD 10.59%, 1-year 13.37%, 3-year 13.81%, 5-year 5.31%, 10-year 8.76%.

MMSIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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