MEURX Mutual Fund

MEURX Mutual Fund

NAV$34.20
See how much of MEURX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.81%
3 Months
+3.11%
6 Months
+6.30%
YTD
+5.16%
1 Year
+10.70%
3 Years (annualized)
+18.54%
5 Years (annualized)
+12.66%
10 Years (annualized)
+9.30%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEURX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+5.16%
Peer Avg (YTD)
+6.07%
vs Peers
-0.91%

MEURX Mutual Fund Performance

MEURX performance across multiple time periods: 1-month -4.81%, YTD 5.16%, 1-year 10.70%, 3-year 18.54%, 5-year 12.66%, 10-year 9.30%.

MEURX returns trail the peer average of 6.07% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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