MKVDX Mutual Fund

MKVDX Mutual Fund

NAV$19.70
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Returns Overview

1 Month
+5.50%
3 Months
+7.48%
6 Months
+8.87%
YTD
+15.55%
1 Year
+31.35%
3 Years (annualized)
+19.76%
5 Years (annualized)
+12.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVDX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+15.55%
Peer Avg (YTD)
+6.23%
vs Peers
+9.32%

MKVDX Mutual Fund Performance

MKVDX performance across multiple time periods: 1-month 5.50%, YTD 15.55%, 1-year 31.35%, 3-year 19.76%, 5-year 12.55%.

MKVDX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.71%, investors should weigh costs against performance when evaluating this mutual fund.

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