MNDRX Mutual Fund

MNDRX Mutual Fund

NAV$26.69
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Returns Overview

1 Month
-3.16%
3 Months
-3.81%
6 Months
+14.55%
YTD
+11.23%
1 Year
+16.71%
3 Years (annualized)
+12.44%
5 Years (annualized)
-0.25%
10 Years (annualized)
+10.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDRX 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
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+11.23%
Peer Avg (YTD)
+10.34%
vs Peers
+0.89%

MNDRX Mutual Fund Performance

MNDRX performance across multiple time periods: 1-month -3.16%, YTD 11.23%, 1-year 16.71%, 3-year 12.44%, 5-year -0.25%, 10-year 10.84%.

MNDRX returns outperform the peer average of 10.34% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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