MINMX Mutual Fund

MINMX Mutual Fund

NAV$13.15
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Returns Overview

1 Month
-0.08%
3 Months
+1.04%
6 Months
+3.69%
YTD
+4.40%
1 Year
+4.48%
3 Years (annualized)
+3.59%
5 Years (annualized)
+0.84%
10 Years (annualized)
+1.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINMX 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
S&P Municipal Bond Investment Grade Intermediate Index(^SAPINI:SP)
This Mutual Fund (YTD)
+4.40%
Peer Avg (YTD)
+2.67%
vs Peers
+1.73%

MINMX Mutual Fund Performance

MINMX performance across multiple time periods: 1-month -0.08%, YTD 4.40%, 1-year 4.48%, 3-year 3.59%, 5-year 0.84%, 10-year 1.94%.

MINMX returns outperform the peer average of 2.67% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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