MEPYX Mutual Fund

MEPYX Mutual Fund

NAV$9.49
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Returns Overview

1 Month
+3.08%
3 Months
-2.73%
6 Months
-3.22%
YTD
-2.22%
1 Year
-1.84%
3 Years (annualized)
+4.74%
5 Years (annualized)
-0.35%
10 Years (annualized)
+1.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEPYX 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
Custom Pennsylvania Index
This Mutual Fund (YTD)
-2.22%
Peer Avg (YTD)
-0.87%
vs Peers
-1.35%

MEPYX Mutual Fund Performance

MEPYX performance across multiple time periods: 1-month 3.08%, YTD -2.22%, 1-year -1.84%, 3-year 4.74%, 5-year -0.35%, 10-year 1.19%.

MEPYX returns trail the peer average of -0.87% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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