MEFFX Mutual Fund

MEFFX Mutual Fund

NAV$11.15
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Returns Overview

1 Month
+2.21%
3 Months
+11.24%
6 Months
+7.57%
YTD
+6.54%
1 Year
-16.94%
3 Years (annualized)
-3.13%
5 Years (annualized)
-4.13%
10 Years (annualized)
+3.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFFX 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)
+6.54%
Peer Avg (YTD)
+10.82%
vs Peers
-4.28%

MEFFX Mutual Fund Performance

MEFFX performance across multiple time periods: 1-month 2.21%, YTD 6.54%, 1-year -16.94%, 3-year -3.13%, 5-year -4.13%, 10-year 3.82%.

MEFFX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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