MNEVX Mutual Fund

NAV$12.13

Returns Overview

1 Month
+0.31%
3 Months
+6.73%
6 Months
+5.72%
YTD
+5.45%
1 Year
+12.10%
3 Years (annualized)
+9.29%
5 Years (annualized)
+4.25%

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
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)
+5.45%
Peer Avg (YTD)
+4.14%
vs Peers
+1.31%

MNEVX Mutual Fund Performance

MNEVX performance across multiple time periods: 1-month 0.31%, YTD 5.45%, 1-year 12.10%, 3-year 9.29%, 5-year 4.25%.

MNEVX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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