MMUCX Mutual Fund

MMUCX Mutual Fund

NAV$24.68
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Returns Overview

1 Month
-5.38%
3 Months
-12.18%
6 Months
-12.52%
YTD
-6.10%
1 Year
-4.22%
3 Years (annualized)
+9.52%
5 Years (annualized)
+4.94%
10 Years (annualized)
+7.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUCX 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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-6.10%
Peer Avg (YTD)
+0.92%
vs Peers
-7.02%

MMUCX Mutual Fund Performance

MMUCX performance across multiple time periods: 1-month -5.38%, YTD -6.10%, 1-year -4.22%, 3-year 9.52%, 5-year 4.94%, 10-year 7.34%.

MMUCX returns trail the peer average of 0.92% YTD. With an expense ratio of 1.75%, investors should weigh costs against performance when evaluating this mutual fund.

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