MEFNX Mutual Fund

MEFNX Mutual Fund

NAV$7.65
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Returns Overview

1 Month
-3.38%
3 Months
+1.09%
6 Months
+2.34%
YTD
+3.77%
1 Year
+5.15%
3 Years (annualized)
+6.39%
5 Years (annualized)
+1.60%
10 Years (annualized)
+8.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFNX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.77%
Peer Avg (YTD)
+9.54%
vs Peers
-5.77%

MEFNX Mutual Fund Performance

MEFNX performance across multiple time periods: 1-month -3.38%, YTD 3.77%, 1-year 5.15%, 3-year 6.39%, 5-year 1.60%, 10-year 8.95%.

MEFNX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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