MECAX Mutual Fund

MECAX Mutual Fund

NAV$54.07
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Returns Overview

1 Month
+0.19%
3 Months
-0.51%
6 Months
+3.16%
YTD
+6.23%
1 Year
+12.15%
3 Years (annualized)
+8.98%
5 Years (annualized)
+1.50%
10 Years (annualized)
+5.76%

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
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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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+6.23%
Peer Avg (YTD)
+10.05%
vs Peers
-3.82%

MECAX Mutual Fund Performance

MECAX performance across multiple time periods: 1-month 0.19%, YTD 6.23%, 1-year 12.15%, 3-year 8.98%, 5-year 1.50%, 10-year 5.76%.

MECAX returns trail the peer average of 10.05% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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