MEIRX Mutual Fund

NAV$8.17

Returns Overview

1 Month
+3.19%
3 Months
-0.22%
6 Months
+8.11%
YTD
+15.29%
1 Year
+1.95%
3 Years (annualized)
+9.54%
5 Years (annualized)
+12.08%
10 Years (annualized)
+8.91%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIRX 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
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+15.29%
Peer Avg (YTD)
+10.47%
vs Peers
+4.81%

MEIRX Mutual Fund Performance

MEIRX performance across multiple time periods: 1-month 3.19%, YTD 15.29%, 1-year 1.95%, 3-year 9.54%, 5-year 12.08%, 10-year 8.91%.

MEIRX returns outperform the peer average of 10.47% YTD. With an expense ratio of 1.53%, investors should weigh costs against performance when evaluating this mutual fund.

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