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MM S&P 500 Index Fund Class I (MMIZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.93-0.24 (-1.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date return8.88%
5-year average return11.34%
Number of years up9
Number of years down1
Best 1-yr total return (3 Feb 2019)32.34%
Worst 1-yr total return (3 Feb 2019)-4.57%
Best 3-yr total return32.34%
Worst 3-yr total return8.75%

Trailing returns (%) vs. Benchmarks

ReturnMMIZXCategory
YTD-23.93%14.84%
1-month-9.18%1.65%
3-month-4.90%7.55%
1-year-15.56%40.47%
3-year8.07%16.77%
5-year10.63%16.15%
10-year11.59%13.21%
Last bull market39.98%24.09%
Last bear market-19.46%-17.61%

Annual total return (%) history

Year
MMIZXCategory
2021
N/AN/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
20216.21%8.49%0.56%N/A
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)

YTD51
1-month59
3-month65
1-year40
3-year24
5-year22

Load adjusted returns

1-year-10.71%
3-year10.51%
5-year11.20%
10-year12.84%