MINFX Mutual Fund

MINFX Mutual Fund

NAV$41.92
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Returns Overview

1 Month
-4.51%
3 Months
+4.33%
6 Months
+9.71%
YTD
+8.82%
1 Year
+13.72%
3 Years (annualized)
+19.39%
5 Years (annualized)
+8.12%
10 Years (annualized)
+10.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINFX 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
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+8.82%
Peer Avg (YTD)
+8.68%
vs Peers
+0.14%

MINFX Mutual Fund Performance

MINFX performance across multiple time periods: 1-month -4.51%, YTD 8.82%, 1-year 13.72%, 3-year 19.39%, 5-year 8.12%, 10-year 10.19%.

MINFX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.24%, investors should weigh costs against performance when evaluating this mutual fund.

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