MSKLX Mutual Fund

NAV$12.19

Returns Overview

1 Month
-4.56%
3 Months
+15.34%
6 Months
+2.03%
YTD
+1.13%
1 Year
-4.41%
3 Years (annualized)
+22.37%
5 Years (annualized)
-6.78%
10 Years (annualized)
+12.63%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+1.13%
Peer Avg (YTD)
+10.82%
vs Peers
-9.69%

MSKLX Mutual Fund Performance

MSKLX performance across multiple time periods: 1-month -4.56%, YTD 1.13%, 1-year -4.41%, 3-year 22.37%, 5-year -6.78%, 10-year 12.63%.

MSKLX returns trail the peer average of 10.82% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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