MENRX Mutual Fund

NAV$9.63

Returns Overview

1 Month
+2.13%
3 Months
-3.13%
6 Months
-1.54%
YTD
+1.05%
1 Year
+5.76%
3 Years (annualized)
+4.46%
5 Years (annualized)
+5.25%
10 Years (annualized)
+7.70%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MENRX 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
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📉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

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)
+1.05%
Peer Avg (YTD)
+3.47%
vs Peers
-2.42%

MENRX Mutual Fund Performance

MENRX performance across multiple time periods: 1-month 2.13%, YTD 1.05%, 1-year 5.76%, 3-year 4.46%, 5-year 5.25%, 10-year 7.70%.

MENRX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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