MNDAX Mutual Fund

MNDAX Mutual Fund

NAV$30.86
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Returns Overview

1 Month
+3.97%
3 Months
+4.74%
6 Months
+11.27%
YTD
+16.08%
1 Year
+21.88%
3 Years (annualized)
+12.73%
10 Years (annualized)
+11.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDAX 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
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📉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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.08%
Peer Avg (YTD)
+15.20%
vs Peers
+0.88%

MNDAX Mutual Fund Performance

MNDAX performance across multiple time periods: 1-month 3.97%, YTD 16.08%, 1-year 21.88%, 3-year 12.73%, 10-year 11.13%.

MNDAX returns outperform the peer average of 15.20% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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