MEQFX Mutual Fund

NAV$19.48

Returns Overview

1 Month
+1.56%
3 Months
+0.93%
6 Months
-1.22%
YTD
-1.47%
1 Year
+1.52%
3 Years (annualized)
+13.54%
5 Years (annualized)
+8.82%
10 Years (annualized)
+12.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MEQFX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
-1.47%
Peer Avg (YTD)
+9.49%
vs Peers
-10.96%

MEQFX Mutual Fund Performance

MEQFX performance across multiple time periods: 1-month 1.56%, YTD -1.47%, 1-year 1.52%, 3-year 13.54%, 5-year 8.82%, 10-year 12.65%.

MEQFX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

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