MINIX Mutual Fund

MINIX Mutual Fund

NAV$53.68
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Returns Overview

1 Month
+0.55%
3 Months
+2.01%
6 Months
+5.19%
YTD
+9.83%
1 Year
+15.03%
3 Years (annualized)
+21.43%
5 Years (annualized)
+8.10%
10 Years (annualized)
+10.55%

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
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🏦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)
+9.83%
Peer Avg (YTD)
+5.23%
vs Peers
+4.60%

MINIX Mutual Fund Performance

MINIX performance across multiple time periods: 1-month 0.55%, YTD 9.83%, 1-year 15.03%, 3-year 21.43%, 5-year 8.10%, 10-year 10.55%.

MINIX returns outperform the peer average of 5.23% YTD. With an expense ratio of 0.74%, investors should weigh costs against performance when evaluating this mutual fund.

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