MEFAX Mutual Fund

NAV$10.58

Returns Overview

1 Month
+2.20%
3 Months
+11.11%
6 Months
+7.43%
YTD
+6.47%
1 Year
+10.20%
3 Years (annualized)
+6.33%
5 Years (annualized)
+1.34%
10 Years (annualized)
+6.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.47%
Peer Avg (YTD)
+10.82%
vs Peers
-4.35%

MEFAX Mutual Fund Performance

MEFAX performance across multiple time periods: 1-month 2.20%, YTD 6.47%, 1-year 10.20%, 3-year 6.33%, 5-year 1.34%, 10-year 6.67%.

MEFAX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

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