MUNDX Mutual Fund

MUNDX Mutual Fund

NAV$30.32
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Returns Overview

1 Month
-0.24%
3 Months
+10.90%
6 Months
+3.74%
YTD
+2.94%
1 Year
+23.69%
3 Years (annualized)
+10.10%
5 Years (annualized)
+6.04%
10 Years (annualized)
+11.44%

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)
+2.94%
Peer Avg (YTD)
+8.97%
vs Peers
-6.03%

MUNDX Mutual Fund Performance

MUNDX performance across multiple time periods: 1-month -0.24%, YTD 2.94%, 1-year 23.69%, 3-year 10.10%, 5-year 6.04%, 10-year 11.44%.

MUNDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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