MECVX Mutual Fund

NAV$16.79

Returns Overview

1 Month
+2.26%
3 Months
+12.28%
6 Months
+8.99%
YTD
+8.35%
1 Year
+16.43%
3 Years (annualized)
+14.57%
5 Years (annualized)
+9.42%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECVX 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)
+8.35%
Peer Avg (YTD)
+8.97%
vs Peers
-0.62%

MECVX Mutual Fund Performance

MECVX performance across multiple time periods: 1-month 2.26%, YTD 8.35%, 1-year 16.43%, 3-year 14.57%, 5-year 9.42%.

MECVX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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