MINRX Mutual Fund

MINRX Mutual Fund

NAV$40.54
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Returns Overview

1 Month
+0.45%
3 Months
+1.74%
6 Months
+4.65%
YTD
+8.91%
1 Year
+13.88%
3 Years (annualized)
+20.21%
5 Years (annualized)
+7.02%
10 Years (annualized)
+9.46%

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
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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)
+8.91%
Peer Avg (YTD)
+5.23%
vs Peers
+3.68%

MINRX Mutual Fund Performance

MINRX performance across multiple time periods: 1-month 0.45%, YTD 8.91%, 1-year 13.88%, 3-year 20.21%, 5-year 7.02%, 10-year 9.46%.

MINRX returns outperform the peer average of 5.23% YTD. With an expense ratio of 1.74%, 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.