MINIX Mutual Fund

NAV$53.42

Returns Overview

1 Month
-1.76%
3 Months
+5.28%
6 Months
+5.04%
YTD
+4.56%
1 Year
+16.79%
3 Years (annualized)
+12.98%
5 Years (annualized)
+5.64%
10 Years (annualized)
+8.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINIX 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)
+4.56%
Peer Avg (YTD)
+8.97%
vs Peers
-4.41%

MINIX Mutual Fund Performance

MINIX performance across multiple time periods: 1-month -1.76%, YTD 4.56%, 1-year 16.79%, 3-year 12.98%, 5-year 5.64%, 10-year 8.67%.

MINIX 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.

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