MENIX Mutual Fund

MENIX Mutual Fund

NAV$9.38
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Returns Overview

1 Month
-4.64%
3 Months
+3.24%
6 Months
-1.73%
YTD
+2.72%
1 Year
+4.98%
3 Years (annualized)
+6.77%
5 Years (annualized)
+6.50%
10 Years (annualized)
+7.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENIX 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)
+2.72%
Peer Avg (YTD)
+5.40%
vs Peers
-2.68%

MENIX Mutual Fund Performance

MENIX performance across multiple time periods: 1-month -4.64%, YTD 2.72%, 1-year 4.98%, 3-year 6.77%, 5-year 6.50%, 10-year 7.88%.

MENIX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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