MINIX Mutual Fund

MINIX Mutual Fund

NAV$55.28
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Returns Overview

1 Month
+2.97%
3 Months
+3.11%
6 Months
+3.50%
YTD
+7.66%
1 Year
+21.27%
3 Years (annualized)
+16.53%
5 Years (annualized)
+7.65%
10 Years (annualized)
+10.07%

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)
+7.66%
Peer Avg (YTD)
+6.23%
vs Peers
+1.43%

MINIX Mutual Fund Performance

MINIX performance across multiple time periods: 1-month 2.97%, YTD 7.66%, 1-year 21.27%, 3-year 16.53%, 5-year 7.65%, 10-year 10.07%.

MINIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.77%, 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.