MEPYX Mutual Fund

MEPYX Mutual Fund

NAV$9.77
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Returns Overview

1 Month
+1.22%
3 Months
+3.21%
6 Months
+2.79%
YTD
+2.79%
1 Year
+8.37%
3 Years (annualized)
+4.01%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.24%

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
PROUpgrade to run
🏦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)
+2.79%
Peer Avg (YTD)
+1.79%
vs Peers
+1.00%

MEPYX Mutual Fund Performance

MEPYX performance across multiple time periods: 1-month 1.22%, YTD 2.79%, 1-year 8.37%, 3-year 4.01%, 5-year 0.35%, 10-year 1.24%.

MEPYX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.84%, investors should weigh costs against performance when evaluating this mutual fund.

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