MFEKX Mutual Fund

MFEKX Mutual Fund

NAV$194.45
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Returns Overview

1 Month
-5.98%
3 Months
-2.07%
6 Months
-1.47%
YTD
-0.06%
1 Year
-3.03%
3 Years (annualized)
+18.90%
5 Years (annualized)
+6.95%
10 Years (annualized)
+15.43%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MFEKX 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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
-0.06%
Peer Avg (YTD)
+5.14%
vs Peers
-5.20%

MFEKX Mutual Fund Performance

MFEKX performance across multiple time periods: 1-month -5.98%, YTD -0.06%, 1-year -3.03%, 3-year 18.90%, 5-year 6.95%, 10-year 15.43%.

MFEKX returns trail the peer average of 5.14% YTD. With an expense ratio of 0.52%, investors should weigh costs against performance when evaluating this mutual fund.

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