MNDIX Mutual Fund

MNDIX Mutual Fund

NAV$38.30
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Returns Overview

1 Month
-4.39%
3 Months
+3.57%
6 Months
+7.34%
YTD
+10.85%
1 Year
+21.07%
3 Years (annualized)
+9.98%
5 Years (annualized)
+0.17%
10 Years (annualized)
+11.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDIX 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)
+10.85%
Peer Avg (YTD)
+15.31%
vs Peers
-4.46%

MNDIX Mutual Fund Performance

MNDIX performance across multiple time periods: 1-month -4.39%, YTD 10.85%, 1-year 21.07%, 3-year 9.98%, 5-year 0.17%, 10-year 11.12%.

MNDIX returns trail the peer average of 15.31% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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