MEFIX Mutual Fund

MEFIX Mutual Fund

NAV$18.05
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Returns Overview

1 Month
-10.79%
3 Months
-8.95%
6 Months
-7.89%
YTD
+3.72%
1 Year
+8.31%
3 Years (annualized)
+18.80%
5 Years (annualized)
+1.81%
10 Years (annualized)
+7.27%

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
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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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+3.72%
Peer Avg (YTD)
+9.82%
vs Peers
-6.10%

MEFIX Mutual Fund Performance

MEFIX performance across multiple time periods: 1-month -10.79%, YTD 3.72%, 1-year 8.31%, 3-year 18.80%, 5-year 1.81%, 10-year 7.27%.

MEFIX returns trail the peer average of 9.82% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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