MNDFX Mutual Fund

NAV$10.06

Returns Overview

1 Month
+1.54%
3 Months
+6.34%
6 Months
+13.41%
YTD
+12.10%
1 Year
+27.11%
3 Years (annualized)
+13.51%
5 Years (annualized)
+8.60%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDFX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.49%
vs Peers
+2.61%

MNDFX Mutual Fund Performance

MNDFX performance across multiple time periods: 1-month 1.54%, YTD 12.10%, 1-year 27.11%, 3-year 13.51%, 5-year 8.60%, 10-year 10.47%.

MNDFX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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