MEFYX Mutual Fund

MEFYX Mutual Fund

NAV$15.78
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Returns Overview

1 Month
+1.23%
3 Months
+0.71%
6 Months
+1.82%
YTD
+3.70%
1 Year
+4.51%
3 Years (annualized)
+12.67%
5 Years (annualized)
+1.55%
10 Years (annualized)
+10.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEFYX 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)
+3.70%
Peer Avg (YTD)
+15.62%
vs Peers
-11.92%

MEFYX Mutual Fund Performance

MEFYX performance across multiple time periods: 1-month 1.23%, YTD 3.70%, 1-year 4.51%, 3-year 12.67%, 5-year 1.55%, 10-year 10.06%.

MEFYX returns trail the peer average of 15.62% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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