MNDRX Mutual Fund

MNDRX Mutual Fund

NAV$27.50
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Returns Overview

1 Month
+0.73%
3 Months
+1.40%
6 Months
+4.85%
YTD
+12.05%
1 Year
+14.52%
3 Years (annualized)
+16.42%
5 Years (annualized)
-0.60%
10 Years (annualized)
+11.02%

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)
+12.05%
Peer Avg (YTD)
+12.21%
vs Peers
-0.16%

MNDRX Mutual Fund Performance

MNDRX performance across multiple time periods: 1-month 0.73%, YTD 12.05%, 1-year 14.52%, 3-year 16.42%, 5-year -0.60%, 10-year 11.02%.

MNDRX returns trail the peer average of 12.21% 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.