MMUJX Mutual Fund

MMUJX Mutual Fund

NAV$24.84
See how much of MMUJX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-5.35%
3 Months
-11.97%
6 Months
-12.09%
YTD
-5.41%
1 Year
-3.27%
3 Years (annualized)
+10.63%
5 Years (annualized)
+6.00%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMUJX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
-5.41%
Peer Avg (YTD)
+0.92%
vs Peers
-6.33%

MMUJX Mutual Fund Performance

MMUJX performance across multiple time periods: 1-month -5.35%, YTD -5.41%, 1-year -3.27%, 3-year 10.63%, 5-year 6.00%, 10-year 8.41%.

MMUJX 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.

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