MKFOX Mutual Fund

MKFOX Mutual Fund

NAV$8.09
See how much of MKFOX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.92%
3 Months
+3.69%
6 Months
+8.79%
YTD
+8.92%
1 Year
+12.17%
3 Years (annualized)
+20.77%
5 Years (annualized)
+9.35%
10 Years (annualized)
+16.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKFOX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+6.23%
vs Peers
+2.69%

MKFOX Mutual Fund Performance

MKFOX performance across multiple time periods: 1-month -2.92%, YTD 8.92%, 1-year 12.17%, 3-year 20.77%, 5-year 9.35%, 10-year 16.61%.

MKFOX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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