MKVBX Mutual Fund

NAV$19.90

Returns Overview

1 Month
-0.16%
3 Months
+8.22%
6 Months
+9.89%
YTD
+8.92%
1 Year
+24.62%
3 Years (annualized)
+19.44%
5 Years (annualized)
+12.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVBX 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
PROUpgrade to run

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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+8.92%
Peer Avg (YTD)
+8.97%
vs Peers
-0.05%

MKVBX Mutual Fund Performance

MKVBX performance across multiple time periods: 1-month -0.16%, YTD 8.92%, 1-year 24.62%, 3-year 19.44%, 5-year 12.22%.

MKVBX returns trail the peer average of 8.97% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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