MFEHX Mutual Fund

MFEHX Mutual Fund

NAV$185.12
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Returns Overview

1 Month
+1.25%
3 Months
+1.87%
6 Months
+18.22%
YTD
+6.03%
1 Year
+5.14%
3 Years (annualized)
+18.00%
5 Years (annualized)
+7.86%
10 Years (annualized)
+15.41%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEHX 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 Growth Index(^RLG)
This Mutual Fund (YTD)
+6.03%
Peer Avg (YTD)
+8.68%
vs Peers
-2.65%

MFEHX Mutual Fund Performance

MFEHX performance across multiple time periods: 1-month 1.25%, YTD 6.03%, 1-year 5.14%, 3-year 18.00%, 5-year 7.86%, 10-year 15.41%.

MFEHX returns trail the peer average of 8.68% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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