MENAX Mutual Fund

MENAX Mutual Fund

NAV$8.78
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Returns Overview

1 Month
-4.63%
3 Months
+3.22%
6 Months
-1.84%
YTD
+2.66%
1 Year
+4.74%
3 Years (annualized)
+6.48%
5 Years (annualized)
+6.55%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENAX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+2.66%
Peer Avg (YTD)
+5.40%
vs Peers
-2.74%

MENAX Mutual Fund Performance

MENAX performance across multiple time periods: 1-month -4.63%, YTD 2.66%, 1-year 4.74%, 3-year 6.48%, 5-year 6.55%, 10-year 7.84%.

MENAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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