MNDRX Mutual Fund

NAV$28.25

Returns Overview

1 Month
+5.40%
3 Months
+19.09%
6 Months
+16.64%
YTD
+15.64%
1 Year
+26.26%
3 Years (annualized)
+12.51%
5 Years (annualized)
+4.60%
10 Years (annualized)
+19.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNDRX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Growth Index(^RUO)
This Mutual Fund (YTD)
+15.64%
Peer Avg (YTD)
+18.52%
vs Peers
-2.89%

MNDRX Mutual Fund Performance

MNDRX performance across multiple time periods: 1-month 5.40%, YTD 15.64%, 1-year 26.26%, 3-year 12.51%, 5-year 4.60%, 10-year 19.38%.

MNDRX returns trail the peer average of 18.52% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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