MKSXX Mutual Fund

MKSXX Mutual Fund

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Returns Overview

1 Month
+0.31%
3 Months
+0.97%
6 Months
+1.94%
YTD
+2.57%
1 Year
+3.66%
3 Years (annualized)
+1.93%
5 Years (annualized)
+1.16%
10 Years (annualized)
+0.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKSXX 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
PROUpgrade to run
🏦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
FTSE 3 Month Treas Bill Local Currency(CFIIMU3L)
This Mutual Fund (YTD)
+2.57%
Peer Avg (YTD)
+1.78%
vs Peers
+0.79%

MKSXX Mutual Fund Performance

MKSXX performance across multiple time periods: 1-month 0.31%, YTD 2.57%, 1-year 3.66%, 3-year 1.93%, 5-year 1.16%, 10-year 0.58%.

MKSXX returns outperform the peer average of 1.78% YTD. With an expense ratio of 0.54%, investors should weigh costs against performance when evaluating this mutual fund.

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