MCKIX Mutual Fund

MCKIX Mutual Fund

NAV$12.79
See how much of MCKIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.88%
3 Months
-1.73%
6 Months
+5.32%
YTD
+4.28%
1 Year
+6.51%
3 Years (annualized)
+9.80%
5 Years (annualized)
+4.22%
10 Years (annualized)
+5.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+4.28%
Peer Avg (YTD)
+2.46%
vs Peers
+1.82%

MCKIX Mutual Fund Performance

MCKIX performance across multiple time periods: 1-month -1.88%, YTD 4.28%, 1-year 6.51%, 3-year 9.80%, 5-year 4.22%, 10-year 5.92%.

MCKIX returns outperform the peer average of 2.46% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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