MFEGX Mutual Fund

NAV$180.22

Returns Overview

1 Month
-1.26%
3 Months
+16.05%
6 Months
+4.01%
YTD
+4.09%
1 Year
+8.80%
3 Years (annualized)
+23.30%
5 Years (annualized)
+12.59%
10 Years (annualized)
+18.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEGX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+8.97%
vs Peers
-4.89%

MFEGX Mutual Fund Performance

MFEGX performance across multiple time periods: 1-month -1.26%, YTD 4.09%, 1-year 8.80%, 3-year 23.30%, 5-year 12.59%, 10-year 18.99%.

MFEGX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.86%, investors should weigh costs against performance when evaluating this mutual fund.

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