MKCMX Mutual Fund

MKCMX Mutual Fund

NAV$11.14
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Returns Overview

1 Month
-0.34%
3 Months
-0.62%
6 Months
-0.56%
YTD
+0.92%
1 Year
+4.31%
3 Years (annualized)
+3.94%
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)
+0.92%
Peer Avg (YTD)
+0.17%
vs Peers
+0.75%

MKCMX Mutual Fund Performance

MKCMX performance across multiple time periods: 1-month -0.34%, YTD 0.92%, 1-year 4.31%, 3-year 3.94%, 5-year 0.97%, 10-year 2.27%.

MKCMX returns outperform the peer average of 0.17% 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.