MINRX Mutual Fund

MINRX Mutual Fund

NAV$41.74
See how much of MINRX you already own
Just $25 once·$69/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.89%
3 Months
+2.86%
6 Months
+3.00%
YTD
+7.05%
1 Year
+20.08%
3 Years (annualized)
+15.37%
5 Years (annualized)
+6.58%
10 Years (annualized)
+8.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINRX 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

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)
+7.05%
Peer Avg (YTD)
+6.23%
vs Peers
+0.82%

MINRX Mutual Fund Performance

MINRX performance across multiple time periods: 1-month 2.89%, YTD 7.05%, 1-year 20.08%, 3-year 15.37%, 5-year 6.58%, 10-year 8.34%.

MINRX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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