MINFX Mutual Fund

MINFX Mutual Fund

NAV$43.98
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Returns Overview

1 Month
+2.93%
3 Months
+2.98%
6 Months
+3.24%
YTD
+7.36%
1 Year
+20.68%
3 Years (annualized)
+15.95%
5 Years (annualized)
+7.11%
10 Years (annualized)
+9.52%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+7.36%
Peer Avg (YTD)
+6.23%
vs Peers
+1.13%

MINFX Mutual Fund Performance

MINFX performance across multiple time periods: 1-month 2.93%, YTD 7.36%, 1-year 20.68%, 3-year 15.95%, 5-year 7.11%, 10-year 9.52%.

MINFX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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