MFELX Mutual Fund

MFELX Mutual Fund

NAV$110.98
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Returns Overview

1 Month
-2.21%
3 Months
+0.34%
6 Months
+2.49%
YTD
+1.42%
1 Year
+2.00%
3 Years (annualized)
+19.46%
5 Years (annualized)
+9.00%
10 Years (annualized)
+15.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFELX 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)
+1.42%
Peer Avg (YTD)
+6.23%
vs Peers
-4.81%

MFELX Mutual Fund Performance

MFELX performance across multiple time periods: 1-month -2.21%, YTD 1.42%, 1-year 2.00%, 3-year 19.46%, 5-year 9.00%, 10-year 15.07%.

MFELX returns trail the peer average of 6.23% YTD. With an expense ratio of 1.61%, investors should weigh costs against performance when evaluating this mutual fund.

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