MENRX Mutual Fund

MENRX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-4.62%
3 Months
+3.26%
6 Months
-1.69%
YTD
+2.87%
1 Year
+5.20%
3 Years (annualized)
-1.11%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENRX 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
PROUpgrade to run
📉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)
+2.87%
Peer Avg (YTD)
+5.40%
vs Peers
-2.54%

MENRX Mutual Fund Performance

MENRX performance across multiple time periods: 1-month -4.62%, YTD 2.87%, 1-year 5.20%, 3-year -1.11%, 5-year -0.61%, 10-year 0.58%.

MENRX returns trail the peer average of 5.40% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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