MKSPX Mutual Fund

NAV$38.48
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Returns Overview

1 Month
+3.54%
3 Months
+21.10%
6 Months
+24.55%
YTD
+22.86%
1 Year
+38.50%
3 Years (annualized)
+19.56%
5 Years (annualized)
+9.22%

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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2500 Index(^R25I)
This Mutual Fund (YTD)
+22.86%
Peer Avg (YTD)
+10.82%
vs Peers
+12.04%

MKSPX Mutual Fund Performance

MKSPX performance across multiple time periods: 1-month 3.54%, YTD 22.86%, 1-year 38.50%, 3-year 19.56%, 5-year 9.22%.

MKSPX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.43%, investors should weigh costs against performance when evaluating this mutual fund.

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