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MM S&P 500 Index I (MMIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.45-0.31 (-1.75%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.31%
5-year average return14.81%
Number of years up10
Number of years down2
Best 1-yr total return (4 Sept 2024)32.34%
Worst 1-yr total return (4 Sept 2024)N/A
Best 3-yr total return32.34%
Worst 3-yr total return7.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMMIZXCategory
YTD19.32%5.31%
1-month2.42%-4.19%
3-month7.37%3.90%
1-year26.91%20.31%
3-year9.22%6.48%
5-year15.79%11.78%
10-year12.85%10.96%
Last bull market26.10%25.56%
Last bear market-16.17%-15.11%

Annual total return (%) history

Year
MMIZXCategory
2024
N/AN/A
2023
26.17%22.32%
2022
-18.21%-16.96%
2021
28.62%26.07%
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%4.21%N/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)

YTD30
1-month40
3-month32
1-year32
3-year25
5-year24

Load adjusted returns

1-year26.91%
3-year9.22%
5-year15.79%
10-year12.85%