MKLOX Mutual Fund

MKLOX Mutual Fund

NAV$20.59
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Returns Overview

1 Month
+2.06%
3 Months
+1.06%
6 Months
+4.44%
YTD
+8.21%
1 Year
+15.31%
3 Years (annualized)
+14.67%
5 Years (annualized)
+6.04%
10 Years (annualized)
+8.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKLOX 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
FTSE World (ex US) Index
This Mutual Fund (YTD)
+8.21%
Peer Avg (YTD)
+6.28%
vs Peers
+1.92%

MKLOX Mutual Fund Performance

MKLOX performance across multiple time periods: 1-month 2.06%, YTD 8.21%, 1-year 15.31%, 3-year 14.67%, 5-year 6.04%, 10-year 8.07%.

MKLOX returns outperform the peer average of 6.28% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

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