MNDCX Mutual Fund

MNDCX Mutual Fund

NAV$19.22
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Returns Overview

1 Month
-4.44%
3 Months
+3.35%
6 Months
+6.81%
YTD
+10.25%
1 Year
+19.90%
3 Years (annualized)
+8.88%
5 Years (annualized)
-0.83%
10 Years (annualized)
+10.01%

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
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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)
+10.25%
Peer Avg (YTD)
+15.31%
vs Peers
-5.06%

MNDCX Mutual Fund Performance

MNDCX performance across multiple time periods: 1-month -4.44%, YTD 10.25%, 1-year 19.90%, 3-year 8.88%, 5-year -0.83%, 10-year 10.01%.

MNDCX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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