MUNDX Mutual Fund

MUNDX Mutual Fund

NAV$29.60
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Returns Overview

1 Month
-0.23%
3 Months
+2.00%
6 Months
+6.07%
YTD
+5.25%
1 Year
+18.82%
3 Years (annualized)
+12.15%
5 Years (annualized)
+6.30%
10 Years (annualized)
+11.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MUNDX 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 World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+5.25%
Peer Avg (YTD)
+8.51%
vs Peers
-3.26%

MUNDX Mutual Fund Performance

MUNDX performance across multiple time periods: 1-month -0.23%, YTD 5.25%, 1-year 18.82%, 3-year 12.15%, 5-year 6.30%, 10-year 11.35%.

MUNDX returns trail the peer average of 8.51% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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