MEFIX Mutual Fund

MEFIX Mutual Fund

NAV$19.73
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Returns Overview

1 Month
-1.07%
3 Months
-6.06%
6 Months
+16.88%
YTD
+16.28%
1 Year
+28.79%
3 Years (annualized)
+20.17%
5 Years (annualized)
+4.29%
10 Years (annualized)
+8.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFIX 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
MSCI Emerging Market index(^MXEF)
This Mutual Fund (YTD)
+16.28%
Peer Avg (YTD)
+20.48%
vs Peers
-4.21%

MEFIX Mutual Fund Performance

MEFIX performance across multiple time periods: 1-month -1.07%, YTD 16.28%, 1-year 28.79%, 3-year 20.17%, 5-year 4.29%, 10-year 8.73%.

MEFIX returns trail the peer average of 20.48% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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