MEIHX Mutual Fund

NAV$55.43

Returns Overview

1 Month
+2.42%
3 Months
+5.87%
6 Months
+6.94%
YTD
+5.94%
1 Year
+13.15%
3 Years (annualized)
+12.55%
5 Years (annualized)
+8.29%
10 Years (annualized)
+10.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIHX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.94%
Peer Avg (YTD)
+9.49%
vs Peers
-3.55%

MEIHX Mutual Fund Performance

MEIHX performance across multiple time periods: 1-month 2.42%, YTD 5.94%, 1-year 13.15%, 3-year 12.55%, 5-year 8.29%, 10-year 10.21%.

MEIHX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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