MKSPX Mutual Fund

MKSPX Mutual Fund

NAV$36.59
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Returns Overview

1 Month
+1.29%
3 Months
+2.03%
6 Months
+16.17%
YTD
+23.04%
1 Year
+28.23%
3 Years (annualized)
+19.08%
5 Years (annualized)
+8.98%
10 Years (annualized)
+11.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKSPX 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
Russell 3000 Index(^RUA)
This Mutual Fund (YTD)
+23.04%
Peer Avg (YTD)
+9.89%
vs Peers
+13.15%

MKSPX Mutual Fund Performance

MKSPX performance across multiple time periods: 1-month 1.29%, YTD 23.04%, 1-year 28.23%, 3-year 19.08%, 5-year 8.98%, 10-year 11.77%.

MKSPX returns outperform the peer average of 9.89% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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