MCKSX Mutual Fund

MCKSX Mutual Fund

NAV$12.87
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Returns Overview

1 Month
-1.17%
3 Months
+1.39%
6 Months
+3.40%
YTD
+4.66%
1 Year
+10.15%
3 Years (annualized)
+8.22%
5 Years (annualized)
+3.47%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKSX 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)
+4.66%
Peer Avg (YTD)
+3.39%
vs Peers
+1.27%

MCKSX Mutual Fund Performance

MCKSX performance across multiple time periods: 1-month -1.17%, YTD 4.66%, 1-year 10.15%, 3-year 8.22%, 5-year 3.47%, 10-year 5.02%.

MCKSX returns outperform the peer average of 3.39% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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