MECMX Mutual Fund

MECMX Mutual Fund

NAV$11.27
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Returns Overview

1 Month
-4.03%
3 Months
-6.08%
6 Months
-3.06%
YTD
-3.34%
1 Year
-2.72%
3 Years (annualized)
+3.64%
5 Years (annualized)
+0.67%
10 Years (annualized)
+1.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
-3.34%
Peer Avg (YTD)
-3.88%
vs Peers
+0.54%

MECMX Mutual Fund Performance

MECMX performance across multiple time periods: 1-month -4.03%, YTD -3.34%, 1-year -2.72%, 3-year 3.64%, 5-year 0.67%, 10-year 1.89%.

MECMX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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