MECMX Mutual Fund

MECMX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
+3.57%
3 Months
-0.97%
6 Months
-0.74%
YTD
+0.12%
1 Year
+0.33%
3 Years (annualized)
+4.47%
5 Years (annualized)
+0.68%
10 Years (annualized)
+1.80%

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
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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
California Customized Reference Benchmark
This Mutual Fund (YTD)
+0.12%
Peer Avg (YTD)
-0.12%
vs Peers
+0.23%

MECMX Mutual Fund Performance

MECMX performance across multiple time periods: 1-month 3.57%, YTD 0.12%, 1-year 0.33%, 3-year 4.47%, 5-year 0.68%, 10-year 1.80%.

MECMX returns outperform the peer average of -0.12% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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