MMELX Mutual Fund

MMELX Mutual Fund

NAV$14.04
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Returns Overview

1 Month
-3.40%
3 Months
+1.19%
6 Months
+2.56%
YTD
+2.94%
1 Year
+5.51%
3 Years (annualized)
+6.80%
5 Years (annualized)
+2.01%
10 Years (annualized)
+9.39%

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)
+2.94%
Peer Avg (YTD)
+9.54%
vs Peers
-6.60%

MMELX Mutual Fund Performance

MMELX performance across multiple time periods: 1-month -3.40%, YTD 2.94%, 1-year 5.51%, 3-year 6.80%, 5-year 2.01%, 10-year 9.39%.

MMELX returns trail the peer average of 9.54% 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.