MKVBX Mutual Fund

MKVBX Mutual Fund

NAV$18.90
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Returns Overview

1 Month
-4.12%
3 Months
+2.22%
6 Months
+10.62%
YTD
+11.34%
1 Year
+19.84%
3 Years (annualized)
+22.10%
5 Years (annualized)
+13.19%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVBX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+11.34%
Peer Avg (YTD)
+8.68%
vs Peers
+2.66%

MKVBX Mutual Fund Performance

MKVBX performance across multiple time periods: 1-month -4.12%, YTD 11.34%, 1-year 19.84%, 3-year 22.10%, 5-year 13.19%.

MKVBX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

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