Performance overview
Morningstar return ratingN/A1
Year-to-date return19.46%
5-year average return18.75%
Number of years up19
Number of years down5
Best 1-yr total return (2 Jul 2024)35.58%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return35.58%
Worst 3-yr total return2.26%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnMEFOXCategory
YTD17.49%5.31%
1-month4.09%-4.19%
3-month4.38%3.90%
1-year30.43%20.31%
3-year12.52%6.48%
5-year18.71%11.78%
10-year12.16%10.96%
Last bull market31.21%25.56%
Last bear market-18.21%-15.11%
Annual total return (%) history
YearMEFOXCategory
2024N/AN/A
202335.45%22.32%
2022-20.74%-16.96%
202135.58%26.07%
202020.44%15.83%
201933.19%28.78%
2018-7.55%-6.27%
201721.89%20.44%
20165.66%10.37%
2015-4.79%-1.07%
20146.29%10.96%
201333.95%31.50%
201210.29%14.96%
20112.50%-1.27%
201010.21%14.01%
200925.91%28.17%
2008-32.96%-37.79%
20077.63%6.16%
200615.21%14.17%
20051.98%5.88%
20046.77%10.02%
200332.36%27.05%
2002-23.56%-22.25%
20018.12%-13.50%
20001.45%-6.31%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202412.56%4.38%N/AN/A
20238.64%12.30%-3.05%14.51%
2022-6.55%-18.21%-1.96%5.77%
202111.46%7.70%0.50%12.38%
2020-22.26%24.89%11.06%11.70%
201911.52%4.35%3.00%11.13%
2018-0.60%0.00%8.46%-14.25%
20177.12%0.76%4.77%7.79%
2016-2.65%-0.96%3.16%6.23%
20152.37%-0.09%-11.29%4.95%
2014-0.05%4.96%0.62%0.69%
20139.81%5.24%4.77%10.64%
201210.27%-3.59%3.78%-0.04%
20115.48%1.09%-12.84%10.30%
20105.57%-12.20%10.14%7.95%
2009-14.07%17.19%17.00%6.88%
2008-5.54%-6.42%-1.76%-22.80%
2007-0.65%4.58%3.35%0.23%
20064.55%-3.71%4.85%9.15%
2005-2.87%1.48%2.22%1.22%
20041.02%0.72%-4.51%9.89%
2003-6.65%21.36%2.04%14.49%
20024.71%-11.39%-24.68%9.38%
2001-5.10%11.33%-12.13%16.47%
2000-2.65%-5.36%4.01%5.87%
Rank in category (by total return)
YTD8
1-month9
3-month18
1-year4
3-year3
5-year1
Load adjusted returns
1-year30.43%
3-year12.52%
5-year18.71%
10-year12.16%
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