MMUIX Mutual Fund

MMUIX Mutual Fund

NAV$24.96
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Returns Overview

1 Month
-5.33%
3 Months
-11.98%
6 Months
-12.11%
YTD
-5.42%
1 Year
-3.30%
3 Years (annualized)
+10.61%
5 Years (annualized)
+5.99%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUIX 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)
-5.42%
Peer Avg (YTD)
+0.92%
vs Peers
-6.34%

MMUIX Mutual Fund Performance

MMUIX performance across multiple time periods: 1-month -5.33%, YTD -5.42%, 1-year -3.30%, 3-year 10.61%, 5-year 5.99%, 10-year 8.41%.

MMUIX returns trail the peer average of 0.92% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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