MECZX Mutual Fund

NAV$57.44

Returns Overview

1 Month
-0.43%
3 Months
-1.17%
6 Months
-0.21%
YTD
+4.38%
1 Year
+11.56%
3 Years (annualized)
+10.23%
5 Years (annualized)
+1.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MECZX 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)
+4.38%
Peer Avg (YTD)
+11.18%
vs Peers
-6.80%

MECZX Mutual Fund Performance

MECZX performance across multiple time periods: 1-month -0.43%, YTD 4.38%, 1-year 11.56%, 3-year 10.23%, 5-year 1.92%.

MECZX returns trail the peer average of 11.18% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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