MCKBX Mutual Fund

NAV$11.62

Returns Overview

3 Months
+0.61%
6 Months
-1.53%
YTD
+0.17%
1 Year
+0.75%
3 Years (annualized)
+4.00%
5 Years (annualized)
+2.83%
10 Years (annualized)
+3.09%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKBX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+0.17%
Peer Avg (YTD)
+2.86%
vs Peers
-2.69%

MCKBX Mutual Fund Performance

MCKBX performance across multiple time periods: YTD 0.17%, 1-year 0.75%, 3-year 4.00%, 5-year 2.83%, 10-year 3.09%.

MCKBX returns trail the peer average of 2.86% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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