MKDVX Mutual Fund

MKDVX Mutual Fund

NAV$22.82
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Returns Overview

1 Month
+3.56%
3 Months
+8.88%
6 Months
+12.46%
YTD
+16.46%
1 Year
+28.03%
3 Years (annualized)
+16.24%
5 Years (annualized)
+11.37%
10 Years (annualized)
+12.00%

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
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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+16.46%
Peer Avg (YTD)
+11.41%
vs Peers
+5.05%

MKDVX Mutual Fund Performance

MKDVX performance across multiple time periods: 1-month 3.56%, YTD 16.46%, 1-year 28.03%, 3-year 16.24%, 5-year 11.37%, 10-year 12.00%.

MKDVX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.59%, investors should weigh costs against performance when evaluating this mutual fund.

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