MEFAX Mutual Fund

MEFAX Mutual Fund

NAV$10.59
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Returns Overview

1 Month
+1.94%
3 Months
+0.57%
6 Months
+1.54%
YTD
+4.78%
1 Year
+6.16%
3 Years (annualized)
+5.72%
5 Years (annualized)
+0.13%
10 Years (annualized)
+6.07%

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
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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.78%
Peer Avg (YTD)
+9.89%
vs Peers
-5.11%

MEFAX Mutual Fund Performance

MEFAX performance across multiple time periods: 1-month 1.94%, YTD 4.78%, 1-year 6.16%, 3-year 5.72%, 5-year 0.13%, 10-year 6.07%.

MEFAX returns trail the peer average of 9.89% 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.