MKVEX Mutual Fund

MKVEX Mutual Fund

NAV$19.79
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Returns Overview

1 Month
+5.52%
3 Months
+7.55%
6 Months
+9.12%
YTD
+15.86%
1 Year
+31.96%
3 Years (annualized)
+20.61%
5 Years (annualized)
+13.25%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVEX 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)
+15.86%
Peer Avg (YTD)
+6.23%
vs Peers
+9.63%

MKVEX Mutual Fund Performance

MKVEX performance across multiple time periods: 1-month 5.52%, YTD 15.86%, 1-year 31.96%, 3-year 20.61%, 5-year 13.25%.

MKVEX returns outperform the peer average of 6.23% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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