MEFOX Mutual Fund

MEFOX Mutual Fund

NAV$83.50
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Returns Overview

1 Month
-0.45%
3 Months
-1.15%
6 Months
+18.35%
YTD
+12.10%
1 Year
+16.41%
3 Years (annualized)
+23.52%
5 Years (annualized)
+14.66%
10 Years (annualized)
+16.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFOX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+12.10%
Peer Avg (YTD)
+9.91%
vs Peers
+2.19%

MEFOX Mutual Fund Performance

MEFOX performance across multiple time periods: 1-month -0.45%, YTD 12.10%, 1-year 16.41%, 3-year 23.52%, 5-year 14.66%, 10-year 16.28%.

MEFOX returns outperform the peer average of 9.91% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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