MEFAX Mutual Fund

MEFAX Mutual Fund

NAV$10.14
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Returns Overview

1 Month
-3.46%
3 Months
+1.08%
6 Months
+2.38%
YTD
+2.79%
1 Year
+5.25%
3 Years (annualized)
+6.56%
5 Years (annualized)
+1.77%
10 Years (annualized)
+9.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+2.79%
Peer Avg (YTD)
+9.54%
vs Peers
-6.75%

MEFAX Mutual Fund Performance

MEFAX performance across multiple time periods: 1-month -3.46%, YTD 2.79%, 1-year 5.25%, 3-year 6.56%, 5-year 1.77%, 10-year 9.12%.

MEFAX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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