MUNDX Mutual Fund

NAV$28.55

Returns Overview

1 Month
+0.92%
3 Months
+3.99%
6 Months
+4.58%
YTD
+3.19%
1 Year
+25.88%
3 Years
+11.67%
5 Years
+6.59%
10 Years
+11.32%

Risk Metrics (1-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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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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)
+3.19%
Peer Avg (YTD)
+8.82%
vs Peers
-5.63%

MUNDX Mutual Fund Performance

MUNDX performance across multiple time periods: 1-month 0.92%, YTD 3.19%, 1-year 25.88%, 3-year 11.67%, 5-year 6.59%, 10-year 11.32%.

MUNDX returns trail the peer average of 8.82% 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.