MENIX Mutual Fund

NAV$9.34

Returns Overview

1 Month
-5.41%
3 Months
-4.82%
6 Months
+0.14%
YTD
-0.50%
1 Year
+5.66%
3 Years (annualized)
+4.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENIX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
-0.50%
Peer Avg (YTD)
+3.47%
vs Peers
-3.98%

MENIX Mutual Fund Performance

MENIX performance across multiple time periods: 1-month -5.41%, YTD -0.50%, 1-year 5.66%, 3-year 4.36%.

MENIX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

MENIX performance comparison shows side-by-side returns with another fund. MENIX alternatives are available in the Mutual Fund Screener.