MEIKX Mutual Fund

MEIKX Mutual Fund

NAV$55.49
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Returns Overview

1 Month
+3.74%
3 Months
+5.04%
6 Months
+7.59%
YTD
+11.15%
1 Year
+18.58%
3 Years (annualized)
+13.36%
5 Years (annualized)
+8.95%
10 Years (annualized)
+10.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIKX 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)
+11.15%
Peer Avg (YTD)
+11.41%
vs Peers
-0.26%

MEIKX Mutual Fund Performance

MEIKX performance across multiple time periods: 1-month 3.74%, YTD 11.15%, 1-year 18.58%, 3-year 13.36%, 5-year 8.95%, 10-year 10.75%.

MEIKX returns trail the peer average of 11.41% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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