MEFOX Mutual Fund

MEFOX Mutual Fund

NAV$85.57
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Returns Overview

1 Month
-0.35%
3 Months
+5.14%
6 Months
+12.05%
YTD
+13.01%
1 Year
+24.84%
3 Years (annualized)
+23.11%
5 Years (annualized)
+15.63%
10 Years (annualized)
+17.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFOX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.01%
Peer Avg (YTD)
+9.41%
vs Peers
+3.60%

MEFOX Mutual Fund Performance

MEFOX performance across multiple time periods: 1-month -0.35%, YTD 13.01%, 1-year 24.84%, 3-year 23.11%, 5-year 15.63%, 10-year 17.08%.

MEFOX returns outperform the peer average of 9.41% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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