MENRX Mutual Fund

MENRX Mutual Fund

NAV$10.04
See how much of MENRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.88%
3 Months
-1.81%
6 Months
+2.76%
YTD
+5.47%
1 Year
+10.34%
3 Years (annualized)
+5.34%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENRX 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)
+5.47%
Peer Avg (YTD)
+2.39%
vs Peers
+3.08%

MENRX Mutual Fund Performance

MENRX performance across multiple time periods: 1-month 5.88%, YTD 5.47%, 1-year 10.34%, 3-year 5.34%, 5-year 6.60%, 10-year 8.00%.

MENRX returns outperform the peer average of 2.39% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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