MENYX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
-5.42%
3 Months
-4.82%
6 Months
+0.14%
YTD
-0.40%
1 Year
+5.65%
3 Years (annualized)
+4.35%
5 Years (annualized)
+5.12%
10 Years (annualized)
+7.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENYX 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

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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)
-0.40%
Peer Avg (YTD)
+3.47%
vs Peers
-3.87%

MENYX Mutual Fund Performance

MENYX performance across multiple time periods: 1-month -5.42%, YTD -0.40%, 1-year 5.65%, 3-year 4.35%, 5-year 5.12%, 10-year 7.55%.

MENYX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.03%, investors should weigh costs against performance when evaluating this mutual fund.

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