MEIFX Mutual Fund

NAV$14.20

Returns Overview

1 Month
-0.51%
3 Months
+4.50%
6 Months
+4.58%
YTD
+4.34%
1 Year
+6.41%
3 Years (annualized)
+10.46%
5 Years (annualized)
+11.16%
10 Years (annualized)
+18.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIFX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+4.34%
Peer Avg (YTD)
+8.97%
vs Peers
-4.63%

MEIFX Mutual Fund Performance

MEIFX performance across multiple time periods: 1-month -0.51%, YTD 4.34%, 1-year 6.41%, 3-year 10.46%, 5-year 11.16%, 10-year 18.23%.

MEIFX returns trail the peer average of 8.97% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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