MKMTX Mutual Fund

MKMTX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.43%
3 Months
-0.98%
6 Months
-1.16%
YTD
+0.88%
1 Year
+4.66%
3 Years (annualized)
+4.08%
5 Years (annualized)
+0.16%
10 Years (annualized)
+1.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKMTX 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 Municipal Bond Investment Grade Index(^SPMBIGI)
This Mutual Fund (YTD)
+0.88%
Peer Avg (YTD)
+0.15%
vs Peers
+0.73%

MKMTX Mutual Fund Performance

MKMTX performance across multiple time periods: 1-month -0.43%, YTD 0.88%, 1-year 4.66%, 3-year 4.08%, 5-year 0.16%, 10-year 1.86%.

MKMTX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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