MEIHX Mutual Fund

MEIHX Mutual Fund

NAV$53.30
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Returns Overview

1 Month
-4.60%
3 Months
-1.36%
6 Months
+4.43%
YTD
+4.50%
1 Year
+7.70%
3 Years (annualized)
+13.71%
5 Years (annualized)
+7.98%
10 Years (annualized)
+10.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIHX 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 1000 Value Index(RLV)
This Mutual Fund (YTD)
+4.50%
Peer Avg (YTD)
+10.00%
vs Peers
-5.49%

MEIHX Mutual Fund Performance

MEIHX performance across multiple time periods: 1-month -4.60%, YTD 4.50%, 1-year 7.70%, 3-year 13.71%, 5-year 7.98%, 10-year 10.20%.

MEIHX 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.

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