MKCPX Mutual Fund

NAV$28.08

Returns Overview

1 Month
-0.77%
3 Months
+8.07%
6 Months
+7.84%
YTD
+7.37%
1 Year
+16.15%
3 Years (annualized)
+14.22%
5 Years (annualized)
+8.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKCPX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.37%
Peer Avg (YTD)
+5.87%
vs Peers
+1.50%

MKCPX Mutual Fund Performance

MKCPX performance across multiple time periods: 1-month -0.77%, YTD 7.37%, 1-year 16.15%, 3-year 14.22%, 5-year 8.25%.

MKCPX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.47%, investors should weigh costs against performance when evaluating this mutual fund.

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