MNERX Mutual Fund

NAV$12.16

Returns Overview

1 Month
+0.30%
3 Months
+6.62%
6 Months
+5.68%
YTD
+5.31%
1 Year
+11.92%
3 Years (annualized)
+9.17%
5 Years (annualized)
+4.13%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MNERX 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)
+5.31%
Peer Avg (YTD)
+4.14%
vs Peers
+1.17%

MNERX Mutual Fund Performance

MNERX performance across multiple time periods: 1-month 0.30%, YTD 5.31%, 1-year 11.92%, 3-year 9.17%, 5-year 4.13%.

MNERX returns outperform the peer average of 4.14% YTD. With an expense ratio of 1.30%, investors should weigh costs against performance when evaluating this mutual fund.

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