MFEBX Mutual Fund

NAV$55.48

Returns Overview

1 Month
+2.36%
3 Months
+5.68%
6 Months
+6.56%
YTD
+5.57%
1 Year
+12.33%
3 Years (annualized)
+11.71%
5 Years (annualized)
+7.48%
10 Years (annualized)
+9.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEBX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+5.57%
Peer Avg (YTD)
+9.49%
vs Peers
-3.92%

MFEBX Mutual Fund Performance

MFEBX performance across multiple time periods: 1-month 2.36%, YTD 5.57%, 1-year 12.33%, 3-year 11.71%, 5-year 7.48%, 10-year 9.19%.

MFEBX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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