MEFZX Mutual Fund

NAV$18.11

Returns Overview

1 Month
+2.22%
3 Months
+11.26%
6 Months
+7.73%
YTD
+6.77%
1 Year
+10.73%
3 Years (annualized)
+9.58%
5 Years (annualized)
+9.64%
10 Years (annualized)
+15.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFZX 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)
+6.77%
Peer Avg (YTD)
+10.82%
vs Peers
-4.05%

MEFZX Mutual Fund Performance

MEFZX performance across multiple time periods: 1-month 2.22%, YTD 6.77%, 1-year 10.73%, 3-year 9.58%, 5-year 9.64%, 10-year 15.20%.

MEFZX returns trail the peer average of 10.82% YTD. With an expense ratio of 0.66%, investors should weigh costs against performance when evaluating this mutual fund.

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