MINFX Mutual Fund

NAV$42.51

Returns Overview

1 Month
-1.82%
3 Months
+5.16%
6 Months
+4.77%
YTD
+4.31%
1 Year
+16.22%
3 Years (annualized)
+11.79%
5 Years (annualized)
+4.75%
10 Years (annualized)
+8.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINFX 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 EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+4.31%
Peer Avg (YTD)
+8.97%
vs Peers
-4.67%

MINFX Mutual Fund Performance

MINFX performance across multiple time periods: 1-month -1.82%, YTD 4.31%, 1-year 16.22%, 3-year 11.79%, 5-year 4.75%, 10-year 8.44%.

MINFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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