MSKLX Mutual Fund

MSKLX Mutual Fund

NAV$12.66
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Returns Overview

1 Month
-4.38%
6 Months
+3.27%
YTD
-3.30%
1 Year
-11.43%
3 Years (annualized)
+17.29%
5 Years (annualized)
-6.55%
10 Years (annualized)
+12.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MSKLX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
-3.30%
Peer Avg (YTD)
+9.54%
vs Peers
-12.84%

MSKLX Mutual Fund Performance

MSKLX performance across multiple time periods: 1-month -4.38%, YTD -3.30%, 1-year -11.43%, 3-year 17.29%, 5-year -6.55%, 10-year 12.47%.

MSKLX returns trail the peer average of 9.54% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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