MFEBX Mutual Fund

MFEBX Mutual Fund

NAV$52.93
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Returns Overview

1 Month
-0.38%
3 Months
+5.68%
6 Months
+3.79%
YTD
+10.02%
1 Year
+12.68%
3 Years (annualized)
+12.85%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.14%

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)
+10.02%
Peer Avg (YTD)
+12.44%
vs Peers
-2.42%

MFEBX Mutual Fund Performance

MFEBX performance across multiple time periods: 1-month -0.38%, YTD 10.02%, 1-year 12.68%, 3-year 12.85%, 5-year 7.16%, 10-year 9.14%.

MFEBX returns trail the peer average of 12.44% 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.