MEFIX Mutual Fund

NAV$20.04

Returns Overview

1 Month
+0.98%
3 Months
+24.42%
6 Months
+27.28%
YTD
+23.78%
1 Year
+52.56%
3 Years (annualized)
+20.56%
5 Years (annualized)
+4.20%
10 Years (annualized)
+10.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+23.78%
Peer Avg (YTD)
+23.08%
vs Peers
+0.71%

MEFIX Mutual Fund Performance

MEFIX performance across multiple time periods: 1-month 0.98%, YTD 23.78%, 1-year 52.56%, 3-year 20.56%, 5-year 4.20%, 10-year 10.04%.

MEFIX returns outperform the peer average of 23.08% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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