MEFOX Mutual Fund

NAV$70.81

Returns Overview

1 Month
+1.66%
3 Months
+1.47%
6 Months
+11.42%
YTD
+0.86%
1 Year
+19.08%
3 Years
+24.84%
5 Years
+17.32%
10 Years
+16.60%

Risk Metrics (5-Year)

No risk data available for this ETF

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

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)
+0.86%
Peer Avg (YTD)
+1.87%
vs Peers
-1.01%

MEFOX Mutual Fund Performance

MEFOX performance across multiple time periods: 1-month 1.66%, YTD 0.86%, 1-year 19.08%, 3-year 24.84%, 5-year 17.32%, 10-year 16.60%.

MEFOX returns trail the peer average of 1.87% 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.