MKCMX Mutual Fund

MKCMX Mutual Fund

NAV$11.76
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Returns Overview

1 Month
-1.75%
3 Months
+0.30%
6 Months
+0.61%
YTD
+1.27%
1 Year
+6.08%
3 Years (annualized)
+3.76%
5 Years (annualized)
+0.97%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKCMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
+1.27%
Peer Avg (YTD)
+0.39%
vs Peers
+0.88%

MKCMX Mutual Fund Performance

MKCMX performance across multiple time periods: 1-month -1.75%, YTD 1.27%, 1-year 6.08%, 3-year 3.76%, 5-year 0.97%, 10-year 2.27%.

MKCMX returns outperform the peer average of 0.39% YTD. With an expense ratio of 0.42%, investors should weigh costs against performance when evaluating this mutual fund.

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