MKFOX Mutual Fund

MKFOX Mutual Fund

NAV$8.37
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Returns Overview

1 Month
+1.97%
3 Months
+2.27%
6 Months
+26.29%
YTD
+14.74%
1 Year
+13.78%
3 Years (annualized)
+24.41%
5 Years (annualized)
+11.72%
10 Years (annualized)
+16.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKFOX 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
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+14.74%
Peer Avg (YTD)
+8.67%
vs Peers
+6.07%

MKFOX Mutual Fund Performance

MKFOX performance across multiple time periods: 1-month 1.97%, YTD 14.74%, 1-year 13.78%, 3-year 24.41%, 5-year 11.72%, 10-year 16.61%.

MKFOX returns outperform the peer average of 8.67% YTD. With an expense ratio of 0.62%, investors should weigh costs against performance when evaluating this mutual fund.

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