MFEBX Mutual Fund

MFEBX Mutual Fund

NAV$53.73
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Returns Overview

1 Month
-4.66%
3 Months
-1.56%
6 Months
+4.03%
YTD
+3.92%
1 Year
+6.88%
3 Years (annualized)
+12.85%
5 Years (annualized)
+7.16%
10 Years (annualized)
+9.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEBX 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)
+3.92%
Peer Avg (YTD)
+10.00%
vs Peers
-6.08%

MFEBX Mutual Fund Performance

MFEBX performance across multiple time periods: 1-month -4.66%, YTD 3.92%, 1-year 6.88%, 3-year 12.85%, 5-year 7.16%, 10-year 9.14%.

MFEBX returns trail the peer average of 10.00% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

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