MEFYX Mutual Fund

NAV$15.97

Returns Overview

1 Month
+2.28%
3 Months
+11.23%
6 Months
+7.67%
YTD
+6.67%
1 Year
+10.51%
3 Years (annualized)
+7.28%
5 Years (annualized)
+2.03%
10 Years (annualized)
+7.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFYX 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)
+6.67%
Peer Avg (YTD)
+10.82%
vs Peers
-4.14%

MEFYX Mutual Fund Performance

MEFYX performance across multiple time periods: 1-month 2.28%, YTD 6.67%, 1-year 10.51%, 3-year 7.28%, 5-year 2.03%, 10-year 7.52%.

MEFYX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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