MMELX Mutual Fund

MMELX Mutual Fund

NAV$13.78
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Returns Overview

1 Month
+1.18%
3 Months
+0.59%
6 Months
+1.78%
YTD
+3.55%
1 Year
+4.33%
3 Years (annualized)
+12.53%
5 Years (annualized)
+1.44%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MMELX 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
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📉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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+3.55%
Peer Avg (YTD)
+8.01%
vs Peers
-4.46%

MMELX Mutual Fund Performance

MMELX performance across multiple time periods: 1-month 1.18%, YTD 3.55%, 1-year 4.33%, 3-year 12.53%, 5-year 1.44%, 10-year 9.95%.

MMELX returns trail the peer average of 8.01% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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