MECIX Mutual Fund

NAV$57.67

Returns Overview

1 Month
-1.23%
3 Months
-0.24%
6 Months
-0.57%
YTD
+5.14%
1 Year
+11.43%
3 Years (annualized)
+10.13%
5 Years (annualized)
+1.82%
10 Years (annualized)
+6.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECIX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI All Country World ex USA Small Cap Index(.MIWU000D0NUS)
This Mutual Fund (YTD)
+5.14%
Peer Avg (YTD)
+11.18%
vs Peers
-6.04%

MECIX Mutual Fund Performance

MECIX performance across multiple time periods: 1-month -1.23%, YTD 5.14%, 1-year 11.43%, 3-year 10.13%, 5-year 1.82%, 10-year 6.60%.

MECIX returns trail the peer average of 11.18% YTD. With an expense ratio of 0.99%, investors should weigh costs against performance when evaluating this mutual fund.

MECIX performance comparison shows side-by-side returns with another fund. MECIX alternatives are available in the Mutual Fund Screener.