MNEVX Mutual Fund

MNEVX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
+1.34%
3 Months
+0.48%
6 Months
+3.39%
YTD
+5.62%
1 Year
+10.02%
3 Years (annualized)
+9.33%
5 Years (annualized)
+3.97%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNEVX 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
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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)
+5.62%
Peer Avg (YTD)
+3.78%
vs Peers
+1.85%

MNEVX Mutual Fund Performance

MNEVX performance across multiple time periods: 1-month 1.34%, YTD 5.62%, 1-year 10.02%, 3-year 9.33%, 5-year 3.97%.

MNEVX returns outperform the peer average of 3.78% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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