MCKIX Mutual Fund

MCKIX Mutual Fund

NAV$12.79
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Returns Overview

1 Month
+1.24%
3 Months
+0.61%
6 Months
+3.48%
YTD
+6.28%
1 Year
+10.11%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKIX 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
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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)
+6.28%
Peer Avg (YTD)
+3.78%
vs Peers
+2.50%

MCKIX Mutual Fund Performance

MCKIX performance across multiple time periods: 1-month 1.24%, YTD 6.28%, 1-year 10.11%, 3-year 9.80%, 5-year 4.22%, 10-year 5.92%.

MCKIX returns outperform the peer average of 3.78% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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