MNDGX Mutual Fund

NAV$19.24
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Returns Overview

1 Month
+5.29%
3 Months
+18.93%
6 Months
+16.30%
YTD
+15.30%
1 Year
+25.56%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.28%
10 Years (annualized)
+15.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDGX 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

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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)
+15.30%
Peer Avg (YTD)
+18.52%
vs Peers
-3.22%

MNDGX Mutual Fund Performance

MNDGX performance across multiple time periods: 1-month 5.29%, YTD 15.30%, 1-year 25.56%, 3-year 11.93%, 5-year 5.28%, 10-year 15.47%.

MNDGX 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.

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