MNOZX Mutual Fund

MNOZX Mutual Fund

NAV$40.20
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Returns Overview

1 Month
+2.69%
3 Months
+8.64%
6 Months
+4.47%
YTD
+3.51%
1 Year
+6.65%
3 Years (annualized)
+9.79%
5 Years (annualized)
+2.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNOZX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+3.51%
Peer Avg (YTD)
+8.97%
vs Peers
-5.46%

MNOZX Mutual Fund Performance

MNOZX performance across multiple time periods: 1-month 2.69%, YTD 3.51%, 1-year 6.65%, 3-year 9.79%, 5-year 2.35%.

MNOZX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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