MEIJX Mutual Fund

NAV$55.43

Returns Overview

1 Month
+2.44%
3 Months
+5.93%
6 Months
+7.08%
YTD
+6.06%
1 Year
+13.45%
3 Years (annualized)
+12.83%
5 Years (annualized)
+8.56%
10 Years (annualized)
+10.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEIJX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+6.06%
Peer Avg (YTD)
+9.49%
vs Peers
-3.43%

MEIJX Mutual Fund Performance

MEIJX performance across multiple time periods: 1-month 2.44%, YTD 6.06%, 1-year 13.45%, 3-year 12.83%, 5-year 8.56%, 10-year 10.56%.

MEIJX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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