MEFNX Mutual Fund

MEFNX Mutual Fund

NAV$7.66
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Returns Overview

1 Month
+1.88%
3 Months
+0.53%
6 Months
+1.47%
YTD
+5.72%
1 Year
+6.01%
3 Years (annualized)
+8.20%
5 Years (annualized)
+1.48%
10 Years (annualized)
+9.24%

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
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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)
+5.72%
Peer Avg (YTD)
+9.89%
vs Peers
-4.17%

MEFNX Mutual Fund Performance

MEFNX performance across multiple time periods: 1-month 1.88%, YTD 5.72%, 1-year 6.01%, 3-year 8.20%, 5-year 1.48%, 10-year 9.24%.

MEFNX returns trail the peer average of 9.89% 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.