MNDIX Mutual Fund

MNDIX Mutual Fund

NAV$37.87
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Returns Overview

1 Month
+3.97%
3 Months
+4.79%
6 Months
+11.38%
YTD
+16.25%
1 Year
+22.13%
3 Years (annualized)
+13.00%
5 Years (annualized)
+0.24%
10 Years (annualized)
+11.40%

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)
+16.25%
Peer Avg (YTD)
+15.20%
vs Peers
+1.05%

MNDIX Mutual Fund Performance

MNDIX performance across multiple time periods: 1-month 3.97%, YTD 16.25%, 1-year 22.13%, 3-year 13.00%, 5-year 0.24%, 10-year 11.40%.

MNDIX returns outperform the peer average of 15.20% 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.