MCKAX Mutual Fund

MCKAX Mutual Fund

NAV$12.88
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Returns Overview

1 Month
-1.09%
3 Months
+1.43%
6 Months
+3.49%
YTD
+4.83%
1 Year
+10.32%
3 Years (annualized)
+8.48%
5 Years (annualized)
+3.81%
10 Years (annualized)
+5.32%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.83%
Peer Avg (YTD)
+3.39%
vs Peers
+1.44%

MCKAX Mutual Fund Performance

MCKAX performance across multiple time periods: 1-month -1.09%, YTD 4.83%, 1-year 10.32%, 3-year 8.48%, 5-year 3.81%, 10-year 5.32%.

MCKAX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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