MNDRX Mutual Fund

MNDRX Mutual Fund

NAV$28.14
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Returns Overview

1 Month
-4.45%
3 Months
+3.40%
6 Months
+7.04%
YTD
+10.49%
1 Year
+20.43%
3 Years (annualized)
+9.42%
5 Years (annualized)
-0.33%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDRX 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)
+10.49%
Peer Avg (YTD)
+15.31%
vs Peers
-4.82%

MNDRX Mutual Fund Performance

MNDRX performance across multiple time periods: 1-month -4.45%, YTD 10.49%, 1-year 20.43%, 3-year 9.42%, 5-year -0.33%, 10-year 10.56%.

MNDRX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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