MENAX Mutual Fund

NAV$8.88

Returns Overview

1 Month
-5.43%
3 Months
-4.91%
6 Months
+0.04%
YTD
-0.54%
1 Year
+5.45%
3 Years (annualized)
+4.06%
5 Years (annualized)
+4.83%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
-0.54%
Peer Avg (YTD)
+3.47%
vs Peers
-4.01%

MENAX Mutual Fund Performance

MENAX performance across multiple time periods: 1-month -5.43%, YTD -0.54%, 1-year 5.45%, 3-year 4.06%, 5-year 4.83%, 10-year 7.27%.

MENAX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

MENAX performance comparison shows side-by-side returns with another fund. MENAX alternatives are available in the Mutual Fund Screener.