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MM S&P 500 Index Fund (MMIZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.10+0.14 (+0.88%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.52%
5-Year Average Return13.09%
Number of Years Up10
Number of Years Down2
Best 1 Yr Total Return (Apr 18, 2024)32.34%
Worst 1 Yr Total Return (Apr 18, 2024)N/A
Best 3-Yr Total Return32.34%
Worst 3-Yr Total Return7.57%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMMIZXCategory
YTD10.48%14.84%
1-Month3.18%1.65%
3-Month10.48%7.55%
1-Year29.71%40.47%
3-Year11.35%16.77%
5-Year14.93%16.15%
10-Year12.84%13.21%
Last Bull Market39.98%24.09%
Last Bear Market-16.17%-17.61%

Annual Total Return (%) History

Year
MMIZXCategory
2024
N/AN/A
2023
26.17%N/A
2022
-18.21%N/A
2021
28.62%N/A
2020
18.32%15.83%
2019
31.38%28.78%
2018
-4.57%-6.27%
2017
21.72%20.44%
2016
11.80%10.37%
2015
1.31%-1.07%
2014
13.55%10.96%
2013
32.34%31.50%
2012
15.96%14.96%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
20237.46%8.66%-3.23%11.65%
2022-4.58%-16.17%-4.90%7.51%
20216.21%8.49%0.56%11.00%
2020-19.51%20.43%8.85%12.13%
201913.65%4.26%1.70%9.02%
2018-0.81%3.37%7.68%-13.56%
20176.03%3.04%4.45%6.67%
20161.28%2.41%3.85%3.79%
20150.92%0.27%-6.46%7.04%
20141.77%5.21%1.10%4.90%
201310.61%2.88%5.26%10.49%
201212.61%-2.74%6.35%-0.45%

Rank In Category (By Total Return)

YTD43
1-Month61
3-Month43
1-Year37
3-Year26
5-Year26

Load Adjusted Returns

1-Year29.71%
3-Year11.35%
5-Year14.93%
10-Year12.84%