MFEIX Mutual Fund

NAV$206.89

Returns Overview

1 Month
-1.24%
3 Months
+16.12%
6 Months
+4.14%
YTD
+4.21%
1 Year
+9.07%
3 Years (annualized)
+19.05%
5 Years (annualized)
+9.57%
10 Years (annualized)
+16.34%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.21%
Peer Avg (YTD)
+14.30%
vs Peers
-10.09%

MFEIX Mutual Fund Performance

MFEIX performance across multiple time periods: 1-month -1.24%, YTD 4.21%, 1-year 9.07%, 3-year 19.05%, 5-year 9.57%, 10-year 16.34%.

MFEIX returns trail the peer average of 14.30% YTD. With an expense ratio of 0.61%, investors should weigh costs against performance when evaluating this mutual fund.

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