MEIIX Mutual Fund

MEIIX Mutual Fund

NAV$56.01
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Returns Overview

1 Month
+3.73%
3 Months
+5.01%
6 Months
+7.52%
YTD
+11.07%
1 Year
+18.45%
3 Years (annualized)
+13.24%
5 Years (annualized)
+8.84%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIIX 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)
+11.07%
Peer Avg (YTD)
+11.41%
vs Peers
-0.34%

MEIIX Mutual Fund Performance

MEIIX performance across multiple time periods: 1-month 3.73%, YTD 11.07%, 1-year 18.45%, 3-year 13.24%, 5-year 8.84%, 10-year 10.66%.

MEIIX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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