MEVIX Mutual Fund

MEVIX Mutual Fund

NAV$13.08
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Returns Overview

1 Month
-3.62%
3 Months
+1.28%
6 Months
+2.78%
YTD
+6.60%
1 Year
+10.16%
3 Years (annualized)
+3.03%
5 Years (annualized)
+4.94%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEVIX 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
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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 World Index(MDWO)
This Mutual Fund (YTD)
+6.60%
Peer Avg (YTD)
+14.25%
vs Peers
-7.64%

MEVIX Mutual Fund Performance

MEVIX performance across multiple time periods: 1-month -3.62%, YTD 6.60%, 1-year 10.16%, 3-year 3.03%, 5-year 4.94%.

MEVIX returns trail the peer average of 14.25% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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