MECZX Mutual Fund

MECZX Mutual Fund

NAV$59.79
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Returns Overview

1 Month
+0.22%
3 Months
-0.44%
6 Months
+3.30%
YTD
+6.40%
1 Year
+12.45%
3 Years (annualized)
+9.26%
5 Years (annualized)
+1.76%
10 Years (annualized)
+5.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECZX 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
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+6.40%
Peer Avg (YTD)
+10.05%
vs Peers
-3.66%

MECZX Mutual Fund Performance

MECZX performance across multiple time periods: 1-month 0.22%, YTD 6.40%, 1-year 12.45%, 3-year 9.26%, 5-year 1.76%, 10-year 5.09%.

MECZX returns trail the peer average of 10.05% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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