MKSPX Mutual Fund

MKSPX Mutual Fund

NAV$37.76
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Returns Overview

1 Month
-2.72%
3 Months
+4.78%
6 Months
+16.00%
YTD
+21.16%
1 Year
+33.25%
3 Years (annualized)
+16.74%
5 Years (annualized)
+8.69%
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 2500 Index(^R25I)
This Mutual Fund (YTD)
+21.16%
Peer Avg (YTD)
+9.54%
vs Peers
+11.62%

MKSPX Mutual Fund Performance

MKSPX performance across multiple time periods: 1-month -2.72%, YTD 21.16%, 1-year 33.25%, 3-year 16.74%, 5-year 8.69%, 10-year 11.77%.

MKSPX returns outperform the peer average of 9.54% 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.