MKCMX Mutual Fund

MKCMX Mutual Fund

NAV$11.28
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Returns Overview

1 Month
-4.00%
3 Months
-6.00%
6 Months
-2.91%
YTD
-3.12%
1 Year
-2.43%
3 Years (annualized)
+3.94%
5 Years (annualized)
+0.97%
10 Years (annualized)
+2.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKCMX 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
California Customized Reference Benchmark
This Mutual Fund (YTD)
-3.12%
Peer Avg (YTD)
-3.88%
vs Peers
+0.76%

MKCMX Mutual Fund Performance

MKCMX performance across multiple time periods: 1-month -4.00%, YTD -3.12%, 1-year -2.43%, 3-year 3.94%, 5-year 0.97%, 10-year 2.27%.

MKCMX returns outperform the peer average of -3.88% YTD. With an expense ratio of 0.40%, investors should weigh costs against performance when evaluating this mutual fund.

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