Overview Performance Dividends Peer Group Options

(MID-UN) MINT Income Fund - Performance -0.1% in 12m

Compare MID-UN with Indices, Sectors and Commodities and Bonds. Who performs better in which timeframe?

Performance Rating 74.81%
#30 in Group
Rel. Strength 43.57%
#4505 in Universe
Total Return 12m -0.14%
#148 in Group
Total Return 5y 78.84%
#63 in Group
P/E 8.18
33th Percentile in Group
P/E Forward -
(?) Percentile in Group
PEG -
(?) Percentile in Group
FCF Yield -90.71%
73th Percentile in Group

12m Total Return: MID-UN (-0.1%) vs XLF (21.3%)

Compare overall performance (total returns) of MINT Income Fund with its related sector ETF XLF

5y Drawdown (Underwater) Chart

5 Year Drawdown / Underwater Chart for (MID-UN) MINT Income Fund - Performance -0.1% in 12m

Top Performers in Asset Management & Custody Banks

Short Term
Symbol 1w 1m 3m
MID-UN 0.77% -11.3% -16.8%
FON -0.29% 45.4% 173%
BOWN -35.9% 18.5% 33.4%
SWIN 7.86% 17.4% 29.6%
Long Term
Symbol 6m 12m 5y
MID-UN -9.28% -0.14% 78.8%
FON 652% 759% 1,591%
FOA 79.3% 288% -79.1%
OPFI 86.3% 258% 3.54%
Overall best picks of Peer Group Selected by proven GARP Predictive Metrics, sorted by Growth Rating
Symbol 1m 12m 5y P/E P/E Forward PEG EPS
Stability		 EPS
CAGR
AMP NYSE
Ameriprise Financial		 -2.57% 14.8% 363% 14.4 12.8 1.86 11.6% 5.92%
AGF-B TO
AGF Management		 2.12% 33.7% 226% 6.36 5.35 1.25 81.8% 68.2%
APO NYSE
Apollo Global Management		 0.45% 25.8% 298% 18.2 16.6 1.37 74.1% 26.5%
BCSF NYSE
Bain Capital Specialty		 -6.87% 4.07% 172% 8.09 10.4 1.07 24.1% -1.62%
FHI NYSE
Federated Investors		 -0.88% 32% 142% 11.2 9.9 1.9 60.9% 19.9%
BK NYSE
The Bank of New York Mellon		 -3.96% 43.2% 159% 12.8 11.6 1.03 64.4% 12.5%
TSLX NYSE
Sixth Street Specialty		 -6.7% 6.1% 136% 10.3 9.76 1.27 -3.10% -5.88%
PNNT NYSE
PennantPark Investment		 -5.91% 4.07% 268% 7.25 7.61 0.28 -7.30% -22.8%

Performance Comparison: MID-UN vs XLF vs S&P 500

XLF (Financial Sector SPDR Fund ETF) is the Sector Benchmark for MID-UN
Total Return (including Dividends) MID-UN XLF S&P 500
1 Month -11.25% -2.29% -0.91%
3 Months -16.84% -4.74% -7.61%
12 Months -0.14% 21.27% 10.06%
5 Years 78.84% 142.23% 110.82%
Trend Score (consistency of price movement) MID-UN XLF S&P 500
1 Month -75.6% 5.8% 1.2%
3 Months -90.1% -81.8% -89.2%
12 Months 61.0% 84.1% 56.2%
5 Years 95.9% 75.1% 84.1%
Relative Strength (compared with Indexes) Rank in Peer Group vs. XLF vs. S&P 500
1 Month #193 -9.17% -10.4%
3 Month #172 -12.7% -9.99%
12 Month #150 -17.7% -9.26%
5 Years #80 -26.2% -15.2%

FAQs

Does MID-UN MINT Income Fund outperforms the market?

No, over the last 12 months MID-UN made -0.14%, while its related Sector, the Financial Sector SPDR Fund (XLF) made 21.27%.
Over the last 3 months MID-UN made -16.84%, while XLF made -4.74%.

Performance Comparison MID-UN vs Indeces and Sectors

MID-UN vs. Indices MID-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
US S&P 500 SPY -4.36% -10.3% -5.17% -10.2%
US NASDAQ 100 QQQ -6.22% -12.7% -4.65% -10.7%
US Dow Jones Industrial 30 DIA -2.63% -7.80% -5.94% -7.43%
German DAX 40 DAX -4.56% -12.4% -24.3% -23.3%
Shanghai Shenzhen CSI 300 CSI 300 0.58% -8.65% -4.10% -5.11%
Hongkong Hang Seng HSI -1.01% -9.25% -6.20% -10.3%
India NIFTY 50 INDA 0.70% -15.3% -6.90% -2.80%
Brasil Bovespa EWZ -5.03% -17.1% -10.8% 6.73%

MID-UN vs. Sectors MID-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Communication Services XLC -4.68% -10.2% -13.2% -22.0%
Consumer Discretionary XLY -6.16% -12.1% -9.16% -11.7%
Consumer Staples XLP 1.99% -10.7% -11.6% -10.1%
Energy XLE -0.88% 0.22% -4.99% 11.2%
Financial XLF -2.43% -8.96% -13.8% -21.4%
Health Care XLV -2.35% -6.64% -3.92% -0.92%
Industrial XLI -3.76% -10.7% -6.12% -7.22%
Materials XLB -1.79% -8.32% 1.17% 5.61%
Real Estate XLRE -0.94% -9.48% -4.73% -15.5%
Technology XLK -7.88% -12.5% 0.80% -5.06%
Utilities XLU -0.90% -11.8% -10.9% -22.0%
Aerospace & Defense XAR -6.71% -18.2% -17.8% -26.2%
Biotech XBI -4.69% -12.2% 7.64% 3.97%
Homebuilder XHB -1.08% -8.15% 8.86% 9.32%
Retail XRT -1.92% -11.1% -1.31% 4.06%

MID-UN vs. Commodities MID-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
Oil USO 5.84% 3.60% -3.81% 17.0%
Natural Gas UNG -6.20% 10.6% -35.2% -13.4%
Gold GLD 2.39% -17.5% -28.8% -41.7%
Silver SLV -0.35% -7.51% -4.31% -20.3%
Copper CPER 1.43% -6.76% -19.2% -3.89%

MID-UN vs. Yields & Bonds MID-UN is Over or Underperforming

Symbol 1w 1m 6m 12m
iShares 20+ Years Bond TLT -3.53% -10.7% -9.37% -5.74%
iShares High Yield Corp. Bond HYG -1.05% -11.9% -11.6% -9.20%