MCKAX Mutual Fund

MCKAX Mutual Fund

NAV$12.62
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Returns Overview

1 Month
-1.89%
3 Months
-1.74%
6 Months
+5.18%
YTD
+4.14%
1 Year
+6.27%
3 Years (annualized)
+9.36%
5 Years (annualized)
+3.88%
10 Years (annualized)
+5.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.14%
Peer Avg (YTD)
+2.46%
vs Peers
+1.68%

MCKAX Mutual Fund Performance

MCKAX performance across multiple time periods: 1-month -1.89%, YTD 4.14%, 1-year 6.27%, 3-year 9.36%, 5-year 3.88%, 10-year 5.40%.

MCKAX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.87%, investors should weigh costs against performance when evaluating this mutual fund.

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