MINHX Mutual Fund

NAV$49.71

Returns Overview

1 Month
-1.77%
3 Months
+5.28%
6 Months
+5.02%
YTD
+4.54%
1 Year
+16.80%
3 Years (annualized)
+12.74%
5 Years (annualized)
+5.51%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINHX 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)
+4.54%
Peer Avg (YTD)
+8.97%
vs Peers
-4.43%

MINHX Mutual Fund Performance

MINHX performance across multiple time periods: 1-month -1.77%, YTD 4.54%, 1-year 16.80%, 3-year 12.74%, 5-year 5.51%, 10-year 9.10%.

MINHX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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