MKTXX Mutual Fund

MKTXX Mutual Fund

NAV$1.00
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Returns Overview

1 Month
+0.25%
3 Months
+0.49%
6 Months
+0.98%
YTD
+0.98%
1 Year
+3.17%
3 Years (annualized)
+3.95%
5 Years (annualized)
+3.06%
10 Years (annualized)
+1.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKTXX 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
Average Lipper Money Market Fund
This Mutual Fund (YTD)
+0.98%
Peer Avg (YTD)
+1.18%
vs Peers
-0.19%

MKTXX Mutual Fund Performance

MKTXX performance across multiple time periods: 1-month 0.25%, YTD 0.98%, 1-year 3.17%, 3-year 3.95%, 5-year 3.06%, 10-year 1.83%.

MKTXX returns trail the peer average of 1.18% YTD. With an expense ratio of 0.80%, investors should weigh costs against performance when evaluating this mutual fund.

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