MEQFX Mutual Fund

NAV$18.92

Returns Overview

1 Month
-1.51%
3 Months
-6.49%
6 Months
-2.94%
YTD
-4.60%
1 Year
+2.07%
3 Years
+15.40%
5 Years
+8.63%
10 Years
+12.59%

Risk Metrics (1-Year)

No risk data available for this ETF

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)
-4.60%
Peer Avg (YTD)
+7.14%
vs Peers
-11.74%

MEQFX Mutual Fund Performance

MEQFX performance across multiple time periods: 1-month -1.51%, YTD -4.60%, 1-year 2.07%, 3-year 15.40%, 5-year 8.63%, 10-year 12.59%.

MEQFX returns trail the peer average of 7.14% 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.