MEFNX Mutual Fund

NAV$7.75

Returns Overview

1 Month
+2.12%
3 Months
+11.11%
6 Months
+7.39%
YTD
+6.35%
1 Year
+9.88%
3 Years (annualized)
+8.79%
5 Years (annualized)
+11.35%
10 Years (annualized)
+12.35%

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
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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.35%
Peer Avg (YTD)
+10.82%
vs Peers
-4.46%

MEFNX Mutual Fund Performance

MEFNX performance across multiple time periods: 1-month 2.12%, YTD 6.35%, 1-year 9.88%, 3-year 8.79%, 5-year 11.35%, 10-year 12.35%.

MEFNX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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