MEICX Mutual Fund

MEICX Mutual Fund

NAV$54.93
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Returns Overview

1 Month
+2.36%
3 Months
+5.69%
6 Months
+6.56%
YTD
+5.56%
1 Year
+12.32%
3 Years (annualized)
+11.71%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.10%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEICX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.56%
Peer Avg (YTD)
+9.49%
vs Peers
-3.93%

MEICX Mutual Fund Performance

MEICX performance across multiple time periods: 1-month 2.36%, YTD 5.56%, 1-year 12.32%, 3-year 11.71%, 5-year 7.48%, 10-year 9.10%.

MEICX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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