MEFIX Mutual Fund

MEFIX Mutual Fund

NAV$20.83
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Returns Overview

1 Month
-7.96%
3 Months
+1.17%
6 Months
+8.28%
YTD
+17.15%
1 Year
+39.72%
3 Years (annualized)
+15.39%
5 Years (annualized)
+3.69%
10 Years (annualized)
+8.62%

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)
+17.15%
Peer Avg (YTD)
+17.66%
vs Peers
-0.51%

MEFIX Mutual Fund Performance

MEFIX performance across multiple time periods: 1-month -7.96%, YTD 17.15%, 1-year 39.72%, 3-year 15.39%, 5-year 3.69%, 10-year 8.62%.

MEFIX returns trail the peer average of 17.66% 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.