MKVDX Mutual Fund

MKVDX Mutual Fund

NAV$18.70
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Returns Overview

1 Month
+0.93%
3 Months
+6.30%
6 Months
+6.88%
YTD
+16.63%
1 Year
+27.36%
3 Years (annualized)
+21.20%
5 Years (annualized)
+12.34%

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)
+16.63%
Peer Avg (YTD)
+8.51%
vs Peers
+8.12%

MKVDX Mutual Fund Performance

MKVDX performance across multiple time periods: 1-month 0.93%, YTD 16.63%, 1-year 27.36%, 3-year 21.20%, 5-year 12.34%.

MKVDX returns outperform the peer average of 8.51% 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.