MEFNX Mutual Fund

MEFNX Mutual Fund

NAV$7.52
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Returns Overview

1 Month
+1.22%
3 Months
+0.54%
6 Months
+1.63%
YTD
+4.32%
1 Year
+4.02%
3 Years (annualized)
+12.12%
5 Years (annualized)
+1.05%
10 Years (annualized)
+9.51%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFNX 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 Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+4.32%
Peer Avg (YTD)
+10.76%
vs Peers
-6.44%

MEFNX Mutual Fund Performance

MEFNX performance across multiple time periods: 1-month 1.22%, YTD 4.32%, 1-year 4.02%, 3-year 12.12%, 5-year 1.05%, 10-year 9.51%.

MEFNX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.36%, investors should weigh costs against performance when evaluating this mutual fund.

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