MEFFX Mutual Fund

MEFFX Mutual Fund

NAV$10.40
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Returns Overview

1 Month
-3.43%
3 Months
+1.13%
6 Months
+2.49%
YTD
+2.88%
1 Year
+5.37%
3 Years (annualized)
+6.64%
5 Years (annualized)
+1.86%
10 Years (annualized)
+9.22%

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)
+2.88%
Peer Avg (YTD)
+9.54%
vs Peers
-6.65%

MEFFX Mutual Fund Performance

MEFFX performance across multiple time periods: 1-month -3.43%, YTD 2.88%, 1-year 5.37%, 3-year 6.64%, 5-year 1.86%, 10-year 9.22%.

MEFFX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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