MEIFX Mutual Fund

MEIFX Mutual Fund

NAV$14.21
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Returns Overview

1 Month
-2.16%
3 Months
+2.56%
6 Months
+7.18%
YTD
+7.01%
1 Year
+7.34%
3 Years (annualized)
+11.97%
5 Years (annualized)
+6.28%
10 Years (annualized)
+12.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIFX 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
Cboe S&P 500 BuyWrite Index(BXMD)
This Mutual Fund (YTD)
+7.01%
Peer Avg (YTD)
+8.68%
vs Peers
-1.67%

MEIFX Mutual Fund Performance

MEIFX performance across multiple time periods: 1-month -2.16%, YTD 7.01%, 1-year 7.34%, 3-year 11.97%, 5-year 6.28%, 10-year 12.51%.

MEIFX returns trail the peer average of 8.68% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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