MEFFX Mutual Fund

MEFFX Mutual Fund

NAV$10.93
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Returns Overview

1 Month
-2.48%
3 Months
-4.06%
6 Months
+6.73%
YTD
+2.21%
1 Year
+3.53%
3 Years (annualized)
+8.46%
5 Years (annualized)
+1.72%
10 Years (annualized)
+9.50%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFFX 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)
+2.21%
Peer Avg (YTD)
+6.72%
vs Peers
-4.51%

MEFFX Mutual Fund Performance

MEFFX performance across multiple time periods: 1-month -2.48%, YTD 2.21%, 1-year 3.53%, 3-year 8.46%, 5-year 1.72%, 10-year 9.50%.

MEFFX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.11%, investors should weigh costs against performance when evaluating this mutual fund.

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