MFEKX Mutual Fund

NAV$211.13

Returns Overview

1 Month
-1.23%
3 Months
+16.15%
6 Months
+4.19%
YTD
+4.26%
1 Year
+9.17%
3 Years (annualized)
+23.28%
5 Years (annualized)
+12.67%
10 Years (annualized)
+18.22%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.26%
Peer Avg (YTD)
+8.97%
vs Peers
-4.71%

MFEKX Mutual Fund Performance

MFEKX performance across multiple time periods: 1-month -1.23%, YTD 4.26%, 1-year 9.17%, 3-year 23.28%, 5-year 12.67%, 10-year 18.22%.

MFEKX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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