MEQFX Mutual Fund

MEQFX Mutual Fund

NAV$19.46
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Returns Overview

1 Month
-4.99%
3 Months
-1.10%
6 Months
+0.96%
YTD
-4.65%
1 Year
-1.48%
3 Years (annualized)
+13.90%
5 Years (annualized)
+8.82%
10 Years (annualized)
+10.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEQFX 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)
-4.65%
Peer Avg (YTD)
+10.00%
vs Peers
-14.65%

MEQFX Mutual Fund Performance

MEQFX performance across multiple time periods: 1-month -4.99%, YTD -4.65%, 1-year -1.48%, 3-year 13.90%, 5-year 8.82%, 10-year 10.18%.

MEQFX returns trail the peer average of 10.00% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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