MMUGX Mutual Fund

MMUGX Mutual Fund

NAV$24.52
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Returns Overview

1 Month
-5.41%
3 Months
-12.22%
6 Months
-12.56%
YTD
-6.13%
1 Year
-4.23%
3 Years (annualized)
+8.25%
5 Years (annualized)
+4.21%
10 Years (annualized)
+6.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUGX 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
S&P 500 Utilities Index(^SP500-5510TR:SP)
This Mutual Fund (YTD)
-6.13%
Peer Avg (YTD)
+0.92%
vs Peers
-7.05%

MMUGX Mutual Fund Performance

MMUGX performance across multiple time periods: 1-month -5.41%, YTD -6.13%, 1-year -4.23%, 3-year 8.25%, 5-year 4.21%, 10-year 6.97%.

MMUGX 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.

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