MNDIX Mutual Fund

MNDIX Mutual Fund

NAV$38.99
See how much of MNDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+0.78%
3 Months
+1.51%
6 Months
+5.14%
YTD
+12.53%
1 Year
+15.12%
3 Years (annualized)
+17.01%
5 Years (annualized)
-0.10%
10 Years (annualized)
+11.58%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+12.53%
Peer Avg (YTD)
+12.21%
vs Peers
+0.32%

MNDIX Mutual Fund Performance

MNDIX performance across multiple time periods: 1-month 0.78%, YTD 12.53%, 1-year 15.12%, 3-year 17.01%, 5-year -0.10%, 10-year 11.58%.

MNDIX returns outperform the peer average of 12.21% 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.