MCKIX Mutual Fund

NAV$13.07

Returns Overview

1 Month
+0.46%
3 Months
+7.18%
6 Months
+6.37%
YTD
+6.11%
1 Year
+12.01%
3 Years (annualized)
+9.90%
5 Years (annualized)
+4.57%
10 Years (annualized)
+6.20%

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
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)
+6.11%
Peer Avg (YTD)
+4.14%
vs Peers
+1.97%

MCKIX Mutual Fund Performance

MCKIX performance across multiple time periods: 1-month 0.46%, YTD 6.11%, 1-year 12.01%, 3-year 9.90%, 5-year 4.57%, 10-year 6.20%.

MCKIX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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