MEURX Mutual Fund

MEURX Mutual Fund

NAV$32.86
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Returns Overview

1 Month
-4.81%
3 Months
+3.11%
6 Months
+6.30%
YTD
+3.86%
1 Year
+10.70%
3 Years (annualized)
+19.32%
5 Years (annualized)
+13.23%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEURX 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
Msci Eafe Value Index(.dMIEA0000VNUS)
This Mutual Fund (YTD)
+3.86%
Peer Avg (YTD)
+6.07%
vs Peers
-2.21%

MEURX Mutual Fund Performance

MEURX performance across multiple time periods: 1-month -4.81%, YTD 3.86%, 1-year 10.70%, 3-year 19.32%, 5-year 13.23%, 10-year 9.92%.

MEURX returns trail the peer average of 6.07% YTD. With an expense ratio of 0.97%, investors should weigh costs against performance when evaluating this mutual fund.

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