MNELX Mutual Fund

MNELX Mutual Fund

NAV$12.20
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Returns Overview

1 Month
-1.16%
3 Months
+1.28%
6 Months
+3.33%
YTD
+4.48%
1 Year
+10.95%
3 Years (annualized)
+8.87%
5 Years (annualized)
+4.36%

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
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📉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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+3.39%
vs Peers
+1.10%

MNELX Mutual Fund Performance

MNELX performance across multiple time periods: 1-month -1.16%, YTD 4.48%, 1-year 10.95%, 3-year 8.87%, 5-year 4.36%.

MNELX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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