MINVX Mutual Fund

NAV$30.74

Returns Overview

1 Month
-0.40%
3 Months
+8.32%
6 Months
+5.42%
YTD
+5.54%
1 Year
+6.60%
3 Years (annualized)
+11.44%
5 Years (annualized)
+8.78%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+5.54%
Peer Avg (YTD)
+9.51%
vs Peers
-3.97%

MINVX Mutual Fund Performance

MINVX performance across multiple time periods: 1-month -0.40%, YTD 5.54%, 1-year 6.60%, 3-year 11.44%, 5-year 8.78%, 10-year 12.47%.

MINVX returns trail the peer average of 9.51% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

MINVX performance comparison shows side-by-side returns with another fund. MINVX alternatives are available in the Mutual Fund Screener.