MECMX Mutual Fund

NAV$11.81

Returns Overview

1 Month
+1.48%
3 Months
+3.21%
6 Months
+2.92%
YTD
+2.92%
1 Year
+6.72%
3 Years (annualized)
+4.25%
5 Years (annualized)
+1.12%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECMX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
California Customized Reference Benchmark
This Mutual Fund (YTD)
+2.92%
Peer Avg (YTD)
+1.98%
vs Peers
+0.95%

MECMX Mutual Fund Performance

MECMX performance across multiple time periods: 1-month 1.48%, YTD 2.92%, 1-year 6.72%, 3-year 4.25%, 5-year 1.12%, 10-year 2.14%.

MECMX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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