MINAX Mutual Fund

NAV$9.46

Returns Overview

1 Month
+0.42%
3 Months
+2.43%
6 Months
-1.27%
YTD
+4.38%
1 Year
+3.65%
3 Years (annualized)
+1.65%
5 Years (annualized)
+2.71%
10 Years (annualized)
+1.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINAX 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
MSCI ACWI ex USA Index (Net)
This Mutual Fund (YTD)
+4.38%
Peer Avg (YTD)
+4.10%
vs Peers
+0.27%

MINAX Mutual Fund Performance

MINAX performance across multiple time periods: 1-month 0.42%, YTD 4.38%, 1-year 3.65%, 3-year 1.65%, 5-year 2.71%, 10-year 1.70%.

MINAX returns outperform the peer average of 4.10% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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