MEPYX Mutual Fund

MEPYX Mutual Fund

NAV$9.11
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Returns Overview

1 Month
-5.16%
3 Months
-7.71%
6 Months
-4.75%
YTD
-5.14%
1 Year
-3.42%
3 Years (annualized)
+3.82%
5 Years (annualized)
-0.27%
10 Years (annualized)
+0.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEPYX 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
Custom Pennsylvania Index
This Mutual Fund (YTD)
-5.14%
Peer Avg (YTD)
-3.82%
vs Peers
-1.32%

MEPYX Mutual Fund Performance

MEPYX performance across multiple time periods: 1-month -5.16%, YTD -5.14%, 1-year -3.42%, 3-year 3.82%, 5-year -0.27%, 10-year 0.99%.

MEPYX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.94%, investors should weigh costs against performance when evaluating this mutual fund.

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