MEIIX Mutual Fund

MEIIX Mutual Fund

NAV$53.26
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Returns Overview

1 Month
-0.29%
3 Months
+5.94%
6 Months
+4.31%
YTD
+10.75%
1 Year
+13.80%
3 Years (annualized)
+13.98%
5 Years (annualized)
+8.24%
10 Years (annualized)
+10.24%

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
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)
+10.75%
Peer Avg (YTD)
+12.44%
vs Peers
-1.69%

MEIIX Mutual Fund Performance

MEIIX performance across multiple time periods: 1-month -0.29%, YTD 10.75%, 1-year 13.80%, 3-year 13.98%, 5-year 8.24%, 10-year 10.24%.

MEIIX returns trail the peer average of 12.44% 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.