MECAX Mutual Fund

NAV$54.23

Returns Overview

1 Month
-2.86%
3 Months
+6.44%
6 Months
+6.27%
YTD
+6.03%
1 Year
+11.28%
3 Years (annualized)
+9.96%
5 Years (annualized)
+1.67%
10 Years (annualized)
+6.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECAX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+11.18%
vs Peers
-5.15%

MECAX Mutual Fund Performance

MECAX performance across multiple time periods: 1-month -2.86%, YTD 6.03%, 1-year 11.28%, 3-year 9.96%, 5-year 1.67%, 10-year 6.51%.

MECAX returns trail the peer average of 11.18% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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