MFEBX Mutual Fund

MFEBX Mutual Fund

NAV$53.91
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Returns Overview

1 Month
+3.64%
3 Months
+4.75%
6 Months
+7.02%
YTD
+10.44%
1 Year
+17.29%
3 Years (annualized)
+12.12%
5 Years (annualized)
+7.77%
10 Years (annualized)
+9.24%

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
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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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+10.44%
Peer Avg (YTD)
+11.41%
vs Peers
-0.97%

MFEBX Mutual Fund Performance

MFEBX performance across multiple time periods: 1-month 3.64%, YTD 10.44%, 1-year 17.29%, 3-year 12.12%, 5-year 7.77%, 10-year 9.24%.

MFEBX returns trail the peer average of 11.41% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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