MNTRX Mutual Fund

MNTRX Mutual Fund

NAV$10.55
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Returns Overview

1 Month
+0.25%
3 Months
-0.91%
6 Months
-2.31%
YTD
-0.36%
1 Year
+1.53%
3 Years (annualized)
+3.95%
5 Years (annualized)
-0.51%
10 Years (annualized)
+1.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNTRX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.36%
Peer Avg (YTD)
+2.15%
vs Peers
-2.51%

MNTRX Mutual Fund Performance

MNTRX performance across multiple time periods: 1-month 0.25%, YTD -0.36%, 1-year 1.53%, 3-year 3.95%, 5-year -0.51%, 10-year 1.23%.

MNTRX returns trail the peer average of 2.15% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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