MINVX Mutual Fund

MINVX Mutual Fund

NAV$30.74
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Returns Overview

1 Month
-1.35%
3 Months
+1.52%
6 Months
+9.97%
YTD
+7.15%
1 Year
+10.69%
3 Years (annualized)
+11.35%
5 Years (annualized)
+8.26%
10 Years (annualized)
+12.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+7.15%
Peer Avg (YTD)
+9.98%
vs Peers
-2.84%

MINVX Mutual Fund Performance

MINVX performance across multiple time periods: 1-month -1.35%, YTD 7.15%, 1-year 10.69%, 3-year 11.35%, 5-year 8.26%, 10-year 12.44%.

MINVX returns trail the peer average of 9.98% YTD. With an expense ratio of 0.91%, investors should weigh costs against performance when evaluating this mutual fund.

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