MCKSX Mutual Fund

MCKSX Mutual Fund

NAV$12.51
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Returns Overview

1 Month
-1.96%
3 Months
-1.89%
6 Months
+5.08%
YTD
+3.90%
1 Year
+6.01%
3 Years (annualized)
+9.13%
5 Years (annualized)
+3.56%
10 Years (annualized)
+5.02%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MCKSX 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
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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)
+3.90%
Peer Avg (YTD)
+2.46%
vs Peers
+1.44%

MCKSX Mutual Fund Performance

MCKSX performance across multiple time periods: 1-month -1.96%, YTD 3.90%, 1-year 6.01%, 3-year 9.13%, 5-year 3.56%, 10-year 5.02%.

MCKSX returns outperform the peer average of 2.46% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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