MEFOX Mutual Fund

NAV$81.52

Returns Overview

1 Month
+2.21%
3 Months
+19.72%
6 Months
+14.31%
YTD
+13.40%
1 Year
+32.12%
3 Years (annualized)
+24.65%
5 Years (annualized)
+16.17%
10 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFOX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.40%
Peer Avg (YTD)
+9.51%
vs Peers
+3.90%

MEFOX Mutual Fund Performance

MEFOX performance across multiple time periods: 1-month 2.21%, YTD 13.40%, 1-year 32.12%, 3-year 24.65%, 5-year 16.17%, 10-year 17.53%.

MEFOX returns outperform the peer average of 9.51% YTD. With an expense ratio of 1.01%, investors should weigh costs against performance when evaluating this mutual fund.

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