MEIKX Mutual Fund

MEIKX Mutual Fund

NAV$53.57
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Returns Overview

1 Month
-4.57%
3 Months
-1.29%
6 Months
+4.60%
YTD
+4.75%
1 Year
+8.05%
3 Years (annualized)
+14.10%
5 Years (annualized)
+8.36%
10 Years (annualized)
+10.66%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIKX 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)
+4.75%
Peer Avg (YTD)
+10.00%
vs Peers
-5.24%

MEIKX Mutual Fund Performance

MEIKX performance across multiple time periods: 1-month -4.57%, YTD 4.75%, 1-year 8.05%, 3-year 14.10%, 5-year 8.36%, 10-year 10.66%.

MEIKX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.44%, investors should weigh costs against performance when evaluating this mutual fund.

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