MNRIX Mutual Fund

MNRIX Mutual Fund

NAV$13.05
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Returns Overview

1 Month
+2.04%
3 Months
+14.57%
6 Months
+11.76%
YTD
+7.97%
1 Year
+23.31%
3 Years (annualized)
+1.07%
5 Years (annualized)
+3.68%
10 Years (annualized)
+8.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNRIX 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
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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 US REIT Index(RMS N)
This Mutual Fund (YTD)
+7.97%
Peer Avg (YTD)
+12.62%
vs Peers
-4.65%

MNRIX Mutual Fund Performance

MNRIX performance across multiple time periods: 1-month 2.04%, YTD 7.97%, 1-year 23.31%, 3-year 1.07%, 5-year 3.68%, 10-year 8.70%.

MNRIX returns trail the peer average of 12.62% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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