MFEKX Mutual Fund

MFEKX Mutual Fund

NAV$212.73
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Returns Overview

1 Month
+2.85%
3 Months
-0.58%
6 Months
+10.40%
YTD
+4.96%
1 Year
+6.87%
3 Years (annualized)
+18.40%
5 Years (annualized)
+8.23%
10 Years (annualized)
+15.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEKX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.96%
Peer Avg (YTD)
+8.51%
vs Peers
-3.55%

MFEKX Mutual Fund Performance

MFEKX performance across multiple time periods: 1-month 2.85%, YTD 4.96%, 1-year 6.87%, 3-year 18.40%, 5-year 8.23%, 10-year 15.81%.

MFEKX returns trail the peer average of 8.51% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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