MEQAX Mutual Fund

MEQAX Mutual Fund

NAV$12.76
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Returns Overview

1 Month
-0.24%
3 Months
-3.22%
6 Months
+2.77%
YTD
+13.40%
1 Year
+22.61%
3 Years (annualized)
+23.76%
5 Years (annualized)
+12.20%
10 Years (annualized)
+9.10%

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)
+13.40%
Peer Avg (YTD)
+8.05%
vs Peers
+5.34%

MEQAX Mutual Fund Performance

MEQAX performance across multiple time periods: 1-month -0.24%, YTD 13.40%, 1-year 22.61%, 3-year 23.76%, 5-year 12.20%, 10-year 9.10%.

MEQAX returns outperform the peer average of 8.05% YTD. With an expense ratio of 1.37%, investors should weigh costs against performance when evaluating this mutual fund.

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