MINVX Mutual Fund

MINVX Mutual Fund

NAV$31.54
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Returns Overview

1 Month
+2.37%
3 Months
+1.79%
6 Months
+2.27%
YTD
+9.68%
1 Year
+13.89%
3 Years (annualized)
+14.19%
5 Years (annualized)
+8.56%
10 Years (annualized)
+12.88%

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
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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 500 Index(SPX)
This Mutual Fund (YTD)
+9.68%
Peer Avg (YTD)
+9.28%
vs Peers
+0.41%

MINVX Mutual Fund Performance

MINVX performance across multiple time periods: 1-month 2.37%, YTD 9.68%, 1-year 13.89%, 3-year 14.19%, 5-year 8.56%, 10-year 12.88%.

MINVX returns outperform the peer average of 9.28% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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