MEIAX Mutual Fund

MEIAX Mutual Fund

NAV$53.63
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Returns Overview

1 Month
-4.60%
3 Months
-1.38%
6 Months
+4.42%
YTD
+4.50%
1 Year
+7.67%
3 Years (annualized)
+13.70%
5 Years (annualized)
+7.97%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIAX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+10.00%
vs Peers
-5.50%

MEIAX Mutual Fund Performance

MEIAX performance across multiple time periods: 1-month -4.60%, YTD 4.50%, 1-year 7.67%, 3-year 13.70%, 5-year 7.97%, 10-year 10.20%.

MEIAX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.79%, investors should weigh costs against performance when evaluating this mutual fund.

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