MNECX Mutual Fund

NAV$20.05

Returns Overview

1 Month
+0.36%
3 Months
+7.00%
6 Months
+2.18%
YTD
+1.91%
1 Year
+6.20%
3 Years (annualized)
+7.36%
5 Years (annualized)
+2.42%
10 Years (annualized)
+6.16%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNECX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.91%
Peer Avg (YTD)
+5.87%
vs Peers
-3.95%

MNECX Mutual Fund Performance

MNECX performance across multiple time periods: 1-month 0.36%, YTD 1.91%, 1-year 6.20%, 3-year 7.36%, 5-year 2.42%, 10-year 6.16%.

MNECX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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