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ISIN
US74006E8277
CUSIP
74006E827
Inception Date
May 1, 2007
Min. Investment
$100,000
Distribution Policy
Distributing
Asset Class
Equity
Asset Class Size
Small-Cap
Asset Class Style
Blend

Share Price Chart


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Performance

MMSIX Performance Chart

Praxis Small Cap Index Fund (MMSIX) is up 16.1% since the beginning of the year. MMSIX is currently trading at $14 per share. Investors who bought $1,000 worth of MMSIX shares 5 years ago would now be looking at an investment worth $1,411.


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S&P 500 Index

Returns By Period

Praxis Small Cap Index Fund (MMSIX) has returned 16.11% so far this year and 28.58% over the past 12 months. Over the last ten years, MMSIX has returned 9.99% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.


Praxis Small Cap Index Fund

1D
1.49%
1M
3.18%
YTD
16.11%
6M
13.46%
1Y
28.58%
3Y*
14.19%
5Y*
7.13%
10Y*
9.99%

Benchmark (S&P 500 Index)

1D
-0.37%
1M
-0.01%
YTD
9.16%
6M
8.64%
1Y
25.22%
3Y*
19.78%
5Y*
11.99%
10Y*
13.88%
*Multi-year figures are annualized to reflect compound growth (CAGR)

MMSIX Monthly Returns History

Based on dividend-adjusted daily data since May 2, 2007, MMSIX's average daily return is +0.04%, while the average monthly return is +0.75%. At this rate, an investment would double in approximately 7.7 years.

Historically, 60% of months were positive and 40% were negative. The best month was Nov 2020 with a return of +18.1%, while the worst month was Mar 2020 at -22.3%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, MMSIX closed higher 51% of trading days. The best single day was Apr 9, 2025 with a return of +8.9%, while the worst single day was Mar 16, 2020 at -12.5%.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20264.77%2.60%-5.39%8.89%3.08%1.72%16.11%
20254.01%-4.98%-6.68%-2.63%6.05%3.78%1.52%4.67%0.56%-0.08%1.19%-0.10%6.67%
2024-3.95%3.45%3.43%-5.67%5.37%-2.19%11.13%-1.62%0.66%-3.02%10.60%-8.02%8.48%
20239.19%-0.95%-4.97%-3.12%-1.24%8.19%5.53%-4.42%-5.77%-5.52%8.11%12.93%16.66%
2022-8.05%0.54%-0.36%-8.56%1.27%-8.38%10.30%-4.48%-10.08%11.99%4.26%-7.00%-19.61%
20218.30%7.14%2.76%2.37%1.55%-0.08%-1.98%2.18%-2.59%3.04%-1.89%9.74%34.07%

Benchmark Metrics

Praxis Small Cap Index Fund has an annualized alpha of -1.10%, beta of 1.04, and R2 of 0.77 versus S&P 500 Index. Calculated based on daily prices since May 02, 2007.

  • This fund participated in 109.13% of S&P 500 Index downside but only 102.78% of its upside - more exposed to losses than it benefited from rallies.
  • With beta of 1.04 and R2 of 0.77, this fund moves broadly in line with S&P 500 Index - much of its variation is explained by market exposure rather than independent behavior.

Alpha
-1.10%
Beta
1.04
0.77
Upside Capture
102.78%
Downside Capture
109.13%

Expense Ratio

MMSIX has an expense ratio of 0.43%, placing it in the medium range.


Return for Risk

Risk / Return Rank

MMSIX ranks 49 for risk / return — on par with similar mutual funds. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.


MMSIX Risk / Return Rank: 4949
Overall Rank
MMSIX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
MMSIX Sortino Ratio Rank: 4141
Sortino Ratio Rank
MMSIX Omega Ratio Rank: 3737
Omega Ratio Rank
MMSIX Calmar Ratio Rank: 7070
Calmar Ratio Rank
MMSIX Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

Return / Risk — by metrics

The table below present risk-adjusted performance metrics for Praxis Small Cap Index Fund (MMSIX) and compare them to S&P 500 Index.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


MMSIXBenchmarkDifference
Sharpe ratioReturn per unit of total volatility

-0.30

Sortino ratioReturn per unit of downside risk

-0.27

Omega ratioGain probability vs. loss probability

1.30

1.37

-0.07

Calmar ratioReturn relative to maximum drawdown

3.07

2.78

+0.28

Martin ratioReturn relative to average drawdown

11.02

12.44

-1.42

Dividends

Dividend History

Praxis Small Cap Index Fund provided a 7.65% dividend yield over the last twelve months, with an annual payout of $1.04 per share.


0.00%5.00%10.00%15.00%20.00%$0.00$0.50$1.00$1.50$2.0020152016201720182019202020212022202320242025
Dividends
Dividend Yield
PeriodTTM20252024202320222021202020192018201720162015
Dividend$1.04$1.04$0.14$0.15$0.10$1.87$0.13$0.44$0.52$2.17$0.55$1.54

Dividend yield

7.65%8.89%1.14%1.30%1.08%15.39%1.19%4.58%6.37%23.15%5.35%15.37%

Monthly Dividends

The table displays the monthly dividend distributions for Praxis Small Cap Index Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2026$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2025$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.04$1.04
2024$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.14$0.14
2023$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.15$0.15
2022$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.10$0.10
2021$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$1.87$1.87

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


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Worst Drawdowns

The table below displays the maximum drawdowns of the Praxis Small Cap Index Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Praxis Small Cap Index Fund was 57.70%, occurring on Mar 9, 2009. Recovery took 484 trading sessions.

The current Praxis Small Cap Index Fund drawdown is 0.22%.


Related event

Drawdown

Fall

Recovery

Underwater

Financial crisis2007–2009
-57.70%Mar 2009
1y 7mo1y 11mo
3y 6moJul 2007 - Feb 2011
COVID crash2020
-42.42%Mar 2020
1y 6mo8mo 5d
2y 2moAug 2018 - Nov 2020
Bear market2022
-26.99%Sep 2022
8mo 28d1y 9mo
2y 6moJan 2022 - Jul 2024
2016 bear market2016
-26.60%Feb 2016
7mo 22d1y 7mo
2y 3moJun 2015 - Sep 2017
2011 bear market2011
-26.16%Oct 2011
2mo 27d4mo 27d
7mo 24dJul 2011 - Feb 2012

Drawdown Indicators


MMSIXBenchmarkDifference

Max Drawdown

Largest peak-to-trough decline

-57.70%

-56.78%

-0.92%

Max Drawdown (1Y)

Largest decline over 1 year

-9.40%

-9.10%

-0.30%

Max Drawdown (3Y)

Largest decline over 3 years

-25.89%

-18.90%

-6.99%

Max Drawdown (5Y)

Largest decline over 5 years

-26.99%

-25.43%

-1.56%

Max Drawdown (10Y)

Largest decline over 10 years

-42.42%

-33.92%

-8.50%

Current Drawdown

Current decline from peak

-0.22%

-1.80%

+1.58%

Average Drawdown

Average peak-to-trough decline

-11.26%

-10.71%

-0.55%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.61%

2.03%

+0.58%

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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Portfolio Analyzer

Build a portfolio with MMSIX

Add Praxis Small Cap Index Fund to a portfolio and analyze allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Analyzer with MMSIX