MENCX Mutual Fund

MENCX Mutual Fund

NAV$7.67
See how much of MENCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.39%
3 Months
-5.60%
6 Months
-6.51%
YTD
+0.13%
1 Year
-0.89%
3 Years (annualized)
+3.05%
5 Years (annualized)
+8.47%
10 Years (annualized)
+5.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+0.13%
Peer Avg (YTD)
+1.31%
vs Peers
-1.18%

MENCX Mutual Fund Performance

MENCX performance across multiple time periods: 1-month 0.39%, YTD 0.13%, 1-year -0.89%, 3-year 3.05%, 5-year 8.47%, 10-year 5.74%.

MENCX returns trail the peer average of 1.31% YTD. With an expense ratio of 2.05%, investors should weigh costs against performance when evaluating this mutual fund.

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