MNELX Mutual Fund

NAV$12.19

Returns Overview

1 Month
+0.36%
3 Months
+6.86%
6 Months
+5.98%
YTD
+5.71%
1 Year
+12.65%
3 Years (annualized)
+9.86%
5 Years (annualized)
+4.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNELX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+5.71%
Peer Avg (YTD)
+4.14%
vs Peers
+1.56%

MNELX Mutual Fund Performance

MNELX performance across multiple time periods: 1-month 0.36%, YTD 5.71%, 1-year 12.65%, 3-year 9.86%, 5-year 4.75%.

MNELX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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