MXKVX Mutual Fund

NAV$10.80

Returns Overview

1 Month
+0.66%
3 Months
+4.49%
6 Months
+4.49%
YTD
+4.28%
1 Year
+8.63%
3 Years (annualized)
+7.64%
5 Years (annualized)
+3.55%
10 Years (annualized)
+4.76%

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
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
Wilshire 5000 Total Market Index(W5000FTR)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+4.14%
vs Peers
+0.14%

MXKVX Mutual Fund Performance

MXKVX performance across multiple time periods: 1-month 0.66%, YTD 4.28%, 1-year 8.63%, 3-year 7.64%, 5-year 3.55%, 10-year 4.76%.

MXKVX returns outperform the peer average of 4.14% YTD. With an expense ratio of 0.41%, investors should weigh costs against performance when evaluating this mutual fund.

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