MXKJX Mutual Fund

NAV$10.09

Returns Overview

1 Month
+2.35%
3 Months
+11.37%
6 Months
+14.70%
YTD
+13.34%
1 Year
+22.18%
3 Years (annualized)
+15.83%
5 Years (annualized)
+8.87%
10 Years (annualized)
+9.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXKJX 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 Value(^RMCCV)
This Mutual Fund (YTD)
+13.34%
Peer Avg (YTD)
+10.82%
vs Peers
+2.53%

MXKJX Mutual Fund Performance

MXKJX performance across multiple time periods: 1-month 2.35%, YTD 13.34%, 1-year 22.18%, 3-year 15.83%, 5-year 8.87%, 10-year 9.27%.

MXKJX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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