MECVX Mutual Fund

MECVX Mutual Fund

NAV$16.11
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Returns Overview

1 Month
-2.03%
3 Months
+2.25%
6 Months
+3.47%
YTD
+6.15%
1 Year
+14.06%
3 Years (annualized)
+12.15%
5 Years (annualized)
+7.98%
10 Years (annualized)
+12.46%

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
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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 World Index (Net)
This Mutual Fund (YTD)
+6.15%
Peer Avg (YTD)
+6.23%
vs Peers
-0.08%

MECVX Mutual Fund Performance

MECVX performance across multiple time periods: 1-month -2.03%, YTD 6.15%, 1-year 14.06%, 3-year 12.15%, 5-year 7.98%, 10-year 12.46%.

MECVX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.42%, investors should weigh costs against performance when evaluating this mutual fund.

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