MKVIX Mutual Fund

MKVIX Mutual Fund

NAV$19.95
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Returns Overview

1 Month
+5.54%
3 Months
+7.68%
6 Months
+9.36%
YTD
+16.23%
1 Year
+32.60%
3 Years (annualized)
+20.95%
5 Years (annualized)
+13.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVIX 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

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)
+16.23%
Peer Avg (YTD)
+6.23%
vs Peers
+10.00%

MKVIX Mutual Fund Performance

MKVIX performance across multiple time periods: 1-month 5.54%, YTD 16.23%, 1-year 32.60%, 3-year 20.95%, 5-year 13.68%.

MKVIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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