MKMTX Mutual Fund

MKMTX Mutual Fund

NAV$10.33
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Returns Overview

1 Month
+1.42%
3 Months
+3.31%
6 Months
+3.32%
YTD
+3.32%
1 Year
+7.60%
3 Years (annualized)
+4.64%
5 Years (annualized)
+0.67%

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)
+3.32%
Peer Avg (YTD)
+1.79%
vs Peers
+1.54%

MKMTX Mutual Fund Performance

MKMTX performance across multiple time periods: 1-month 1.42%, YTD 3.32%, 1-year 7.60%, 3-year 4.64%, 5-year 0.67%.

MKMTX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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