MFEKX Mutual Fund

MFEKX Mutual Fund

NAV$208.68
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Returns Overview

1 Month
-2.12%
3 Months
+0.61%
6 Months
+3.04%
YTD
+2.05%
1 Year
+3.12%
3 Years (annualized)
+17.41%
5 Years (annualized)
+8.43%
10 Years (annualized)
+15.40%

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)
+2.05%
Peer Avg (YTD)
+6.23%
vs Peers
-4.19%

MFEKX Mutual Fund Performance

MFEKX performance across multiple time periods: 1-month -2.12%, YTD 2.05%, 1-year 3.12%, 3-year 17.41%, 5-year 8.43%, 10-year 15.40%.

MFEKX returns trail the peer average of 6.23% 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.