MINRX Mutual Fund

NAV$38.43

Returns Overview

1 Month
+1.48%
3 Months
+0.97%
6 Months
-1.21%
YTD
+5.09%
1 Year
+15.63%
3 Years (annualized)
+11.07%
5 Years (annualized)
+4.15%
10 Years (annualized)
+8.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MINRX 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
MSCI EAFE (Europe, Australasia, Far East) Value Index (net div)
This Mutual Fund (YTD)
+5.09%
Peer Avg (YTD)
+8.97%
vs Peers
-3.89%

MINRX Mutual Fund Performance

MINRX performance across multiple time periods: 1-month 1.48%, YTD 5.09%, 1-year 15.63%, 3-year 11.07%, 5-year 4.15%, 10-year 8.41%.

MINRX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.77%, investors should weigh costs against performance when evaluating this mutual fund.

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