MNDCX Mutual Fund

NAV$19.70

Returns Overview

1 Month
+5.33%
3 Months
+18.92%
6 Months
+16.35%
YTD
+15.38%
1 Year
+25.63%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.21%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDCX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+18.52%
vs Peers
-3.15%

MNDCX Mutual Fund Performance

MNDCX performance across multiple time periods: 1-month 5.33%, YTD 15.38%, 1-year 25.63%, 3-year 11.93%, 5-year 5.21%, 10-year 15.41%.

MNDCX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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