MEQAX Mutual Fund

MEQAX Mutual Fund

NAV$13.21
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Returns Overview

1 Month
-0.40%
3 Months
+6.53%
6 Months
+12.43%
YTD
+11.42%
1 Year
+27.11%
3 Years (annualized)
+21.03%
5 Years (annualized)
+11.67%
10 Years (annualized)
+9.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEQAX 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
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📉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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+11.42%
Peer Avg (YTD)
+9.13%
vs Peers
+2.29%

MEQAX Mutual Fund Performance

MEQAX performance across multiple time periods: 1-month -0.40%, YTD 11.42%, 1-year 27.11%, 3-year 21.03%, 5-year 11.67%, 10-year 9.67%.

MEQAX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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