MNDBX Mutual Fund

NAV$19.26

Returns Overview

1 Month
+5.30%
3 Months
+18.89%
6 Months
+16.30%
YTD
+15.33%
1 Year
+25.55%
3 Years (annualized)
+11.93%
5 Years (annualized)
+5.21%
10 Years (annualized)
+20.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDBX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.33%
Peer Avg (YTD)
+18.52%
vs Peers
-3.20%

MNDBX Mutual Fund Performance

MNDBX performance across multiple time periods: 1-month 5.30%, YTD 15.33%, 1-year 25.55%, 3-year 11.93%, 5-year 5.21%, 10-year 20.46%.

MNDBX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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