MNDKX Mutual Fund

NAV$41.15

Returns Overview

1 Month
+5.44%
3 Months
+19.28%
6 Months
+17.00%
YTD
+16.01%
1 Year
+27.03%
3 Years (annualized)
+13.21%
5 Years (annualized)
+1.13%
10 Years (annualized)
+12.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDKX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+16.01%
Peer Avg (YTD)
+18.52%
vs Peers
-2.51%

MNDKX Mutual Fund Performance

MNDKX performance across multiple time periods: 1-month 5.44%, YTD 16.01%, 1-year 27.03%, 3-year 13.21%, 5-year 1.13%, 10-year 12.28%.

MNDKX returns trail the peer average of 18.52% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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