MUNDX Mutual Fund

NAV$27.03

Returns Overview

1 Month
+1.69%
3 Months
+5.83%
6 Months
+20.78%
YTD
+0.91%
1 Year
+15.73%
3 Years
+11.57%
5 Years
+8.91%
10 Years
+11.68%

Risk Metrics (5-Year)

No risk data available for this ETF

Stress Test Scenarios

How would MUNDX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI World Net Return USD Index(MWDNTR)
This Mutual Fund (YTD)
+0.91%
Peer Avg (YTD)
+0.87%
vs Peers
+0.04%

MUNDX Mutual Fund Performance

MUNDX performance across multiple time periods: 1-month 1.69%, YTD 0.91%, 1-year 15.73%, 3-year 11.57%, 5-year 8.91%, 10-year 11.68%.

MUNDX returns outperform the peer average of 0.87% YTD. With an expense ratio of 1.50%, investors should weigh costs against performance when evaluating this mutual fund.

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