MNDFX Mutual Fund

MNDFX Mutual Fund

NAV$10.54
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Returns Overview

1 Month
+7.51%
3 Months
+5.66%
6 Months
+11.21%
YTD
+23.55%
1 Year
+30.03%
3 Years (annualized)
+21.64%
5 Years (annualized)
+10.90%
10 Years (annualized)
+11.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDFX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+23.55%
Peer Avg (YTD)
+14.61%
vs Peers
+8.94%

MNDFX Mutual Fund Performance

MNDFX performance across multiple time periods: 1-month 7.51%, YTD 23.55%, 1-year 30.03%, 3-year 21.64%, 5-year 10.90%, 10-year 11.21%.

MNDFX returns outperform the peer average of 14.61% YTD. With an expense ratio of 0.57%, investors should weigh costs against performance when evaluating this mutual fund.

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