MTCKX Mutual Fund

NAV$46.71

Returns Overview

1 Month
+1.03%
3 Months
+33.77%
6 Months
+19.57%
YTD
+19.69%
1 Year
+31.68%
3 Years (annualized)
+36.61%
5 Years (annualized)
+22.54%
10 Years (annualized)
+26.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MTCKX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+19.69%
Peer Avg (YTD)
+16.06%
vs Peers
+3.62%

MTCKX Mutual Fund Performance

MTCKX performance across multiple time periods: 1-month 1.03%, YTD 19.69%, 1-year 31.68%, 3-year 36.61%, 5-year 22.54%, 10-year 26.64%.

MTCKX returns outperform the peer average of 16.06% YTD. With an expense ratio of 1.86%, investors should weigh costs against performance when evaluating this mutual fund.

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