MNEVX Mutual Fund

MNEVX Mutual Fund

NAV$12.04
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Returns Overview

1 Month
-1.16%
3 Months
+1.24%
6 Months
+3.07%
YTD
+4.23%
1 Year
+10.41%
3 Years (annualized)
+8.34%
5 Years (annualized)
+3.86%

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)
+4.23%
Peer Avg (YTD)
+3.39%
vs Peers
+0.84%

MNEVX Mutual Fund Performance

MNEVX performance across multiple time periods: 1-month -1.16%, YTD 4.23%, 1-year 10.41%, 3-year 8.34%, 5-year 3.86%.

MNEVX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.20%, 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.