MECDX Mutual Fund

NAV$16.99

Returns Overview

1 Month
+2.24%
3 Months
+12.35%
6 Months
+9.09%
YTD
+8.46%
1 Year
+16.75%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECDX 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 World Index (Net)
This Mutual Fund (YTD)
+8.46%
Peer Avg (YTD)
+8.97%
vs Peers
-0.51%

MECDX Mutual Fund Performance

MECDX performance across multiple time periods: 1-month 2.24%, YTD 8.46%, 1-year 16.75%, 3-year 14.87%, 5-year 9.71%.

MECDX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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