MKDVX Mutual Fund

NAV$22.80

Returns Overview

1 Month
+3.14%
3 Months
+13.88%
6 Months
+12.45%
YTD
+11.49%
1 Year
+24.07%
3 Years (annualized)
+15.82%
5 Years (annualized)
+10.52%
10 Years (annualized)
+11.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKDVX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.49%
vs Peers
+2.00%

MKDVX Mutual Fund Performance

MKDVX performance across multiple time periods: 1-month 3.14%, YTD 11.49%, 1-year 24.07%, 3-year 15.82%, 5-year 10.52%, 10-year 11.89%.

MKDVX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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