MNDIX Mutual Fund

MNDIX Mutual Fund

NAV$37.82
See how much of MNDIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.11%
3 Months
-3.69%
6 Months
+14.81%
YTD
+11.66%
1 Year
+17.33%
3 Years (annualized)
+13.00%
5 Years (annualized)
+0.24%
10 Years (annualized)
+11.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.66%
Peer Avg (YTD)
+10.34%
vs Peers
+1.32%

MNDIX Mutual Fund Performance

MNDIX performance across multiple time periods: 1-month -3.11%, YTD 11.66%, 1-year 17.33%, 3-year 13.00%, 5-year 0.24%, 10-year 11.40%.

MNDIX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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