MEICX Mutual Fund

MEICX Mutual Fund

NAV$54.46
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Returns Overview

1 Month
+3.64%
3 Months
+4.75%
6 Months
+7.01%
YTD
+10.44%
1 Year
+17.28%
3 Years (annualized)
+12.11%
5 Years (annualized)
+7.76%
10 Years (annualized)
+9.17%

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
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📉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)
+10.44%
Peer Avg (YTD)
+11.41%
vs Peers
-0.97%

MEICX Mutual Fund Performance

MEICX performance across multiple time periods: 1-month 3.64%, YTD 10.44%, 1-year 17.28%, 3-year 12.11%, 5-year 7.76%, 10-year 9.17%.

MEICX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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