MXKVX Mutual Fund

MXKVX Mutual Fund

NAV$10.80
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Returns Overview

1 Month
-0.19%
3 Months
+1.33%
6 Months
+2.99%
YTD
+4.09%
1 Year
+8.54%
3 Years (annualized)
+7.05%
5 Years (annualized)
+3.38%
10 Years (annualized)
+4.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXKVX 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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+4.09%
Peer Avg (YTD)
+3.39%
vs Peers
+0.70%

MXKVX Mutual Fund Performance

MXKVX performance across multiple time periods: 1-month -0.19%, YTD 4.09%, 1-year 8.54%, 3-year 7.05%, 5-year 3.38%, 10-year 4.56%.

MXKVX returns outperform the peer average of 3.39% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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