MEFYX Mutual Fund

MEFYX Mutual Fund

NAV$15.92
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Returns Overview

1 Month
-3.47%
3 Months
+1.10%
6 Months
+2.50%
YTD
+2.97%
1 Year
+5.56%
3 Years (annualized)
+6.89%
5 Years (annualized)
+2.09%
10 Years (annualized)
+9.49%

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
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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)
+2.97%
Peer Avg (YTD)
+9.54%
vs Peers
-6.57%

MEFYX Mutual Fund Performance

MEFYX performance across multiple time periods: 1-month -3.47%, YTD 2.97%, 1-year 5.56%, 3-year 6.89%, 5-year 2.09%, 10-year 9.49%.

MEFYX returns trail the peer average of 9.54% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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