MNELX Mutual Fund

MNELX Mutual Fund

NAV$11.90
See how much of MNELX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.08%
3 Months
-1.84%
6 Months
+4.90%
YTD
+3.76%
1 Year
+6.10%
3 Years (annualized)
+9.88%
5 Years (annualized)
+4.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNELX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.76%
Peer Avg (YTD)
+2.46%
vs Peers
+1.31%

MNELX Mutual Fund Performance

MNELX performance across multiple time periods: 1-month -2.08%, YTD 3.76%, 1-year 6.10%, 3-year 9.88%, 5-year 4.49%.

MNELX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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