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MM S&P 500 Index R4 (MIEAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.61+0.19 (+1.23%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.73%
5-Year Average Return12.92%
Number of Years Up19
Number of Years Down6
Best 1 Yr Total Return (May 2, 2024)31.57%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return31.57%
Worst 3-Yr Total Return7.05%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMIEAXCategory
YTD5.80%14.84%
1-Month-4.13%1.65%
3-Month4.14%7.55%
1-Year21.84%40.47%
3-Year7.39%16.77%
5-Year12.52%16.15%
10-Year11.72%13.21%
Last Bull Market25.78%24.09%
Last Bear Market-16.28%-17.61%

Annual Total Return (%) History

Year
MIEAXCategory
2024
N/AN/A
2023
25.48%N/A
2022
-18.60%N/A
2021
27.92%N/A
2020
17.81%15.83%
2019
30.67%28.78%
2018
-5.00%-6.27%
2017
21.07%20.44%
2016
11.26%10.37%
2015
0.78%-1.07%
2014
12.92%10.96%
2013
31.57%31.50%
2012
15.28%14.96%
2011
1.42%-1.27%
2010
14.29%14.01%
2009
25.83%28.17%
2008
-37.44%-37.79%
2007
4.82%6.16%
2006
14.95%14.17%
2005
4.17%5.88%
2004
10.01%10.02%
2003
27.49%27.05%
2002
-22.74%-22.25%
2001
-12.69%-13.50%
2000
-9.88%-6.31%
1999
19.85%20.16%
1998
N/A22.39%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.35%N/AN/AN/A
20237.34%8.50%-3.40%11.53%
2022-4.71%-16.28%-5.03%7.43%
20216.02%8.36%0.44%10.85%
2020-19.56%20.20%8.78%12.02%
201913.46%4.20%1.52%8.88%
2018-0.88%3.23%7.55%-13.67%
20175.92%2.90%4.35%6.46%
20161.19%2.29%3.71%3.65%
20150.82%0.11%-6.57%6.88%
20141.61%5.06%0.95%4.78%
201310.45%2.71%5.08%10.38%
201212.42%-2.94%6.22%-0.54%
20115.73%-0.08%-13.96%11.58%
20105.19%-11.53%11.04%10.61%
2009-11.08%15.75%15.50%5.85%
2008-9.56%-2.95%-8.52%-22.08%
20070.46%6.11%1.94%-3.55%
20064.01%-1.59%5.45%6.50%
2005-2.34%1.20%3.37%1.97%
20041.47%1.45%-1.99%9.06%
2003-3.34%15.09%2.44%11.86%
20020.00%-13.55%-17.43%8.25%
2001-12.00%5.51%-14.87%10.45%
20002.03%-2.91%-1.05%-8.06%
19994.51%6.85%-6.40%14.66%
19983.05%-10.17%21.09%N/A

Rank In Category (By Total Return)

YTD47
1-Month43
3-Month47
1-Year51
3-Year38
5-Year42

Load Adjusted Returns

1-Year21.84%
3-Year7.39%
5-Year12.52%
10-Year11.72%