MENAX Mutual Fund

MENAX Mutual Fund

NAV$9.09
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Returns Overview

1 Month
+5.84%
3 Months
-1.97%
6 Months
+2.56%
YTD
+5.27%
1 Year
+9.96%
3 Years (annualized)
+4.93%
5 Years (annualized)
+6.18%
10 Years (annualized)
+7.58%

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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+5.27%
Peer Avg (YTD)
+2.39%
vs Peers
+2.88%

MENAX Mutual Fund Performance

MENAX performance across multiple time periods: 1-month 5.84%, YTD 5.27%, 1-year 9.96%, 3-year 4.93%, 5-year 6.18%, 10-year 7.58%.

MENAX returns outperform the peer average of 2.39% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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