MEURX Mutual Fund

NAV$36.36

Returns Overview

1 Month
-1.56%
3 Months
+3.09%
6 Months
+1.99%
YTD
+0.72%
1 Year
+14.57%
3 Years (annualized)
+16.01%
5 Years (annualized)
+12.12%
10 Years (annualized)
+9.76%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+0.72%
Peer Avg (YTD)
+6.25%
vs Peers
-5.53%

MEURX Mutual Fund Performance

MEURX performance across multiple time periods: 1-month -1.56%, YTD 0.72%, 1-year 14.57%, 3-year 16.01%, 5-year 12.12%, 10-year 9.76%.

MEURX returns trail the peer average of 6.25% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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