MKVEX Mutual Fund

MKVEX Mutual Fund

NAV$18.93
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Returns Overview

1 Month
-4.16%
3 Months
+2.11%
6 Months
+10.47%
YTD
+11.12%
1 Year
+19.54%
3 Years (annualized)
+21.80%
5 Years (annualized)
+12.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVEX 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)
+11.12%
Peer Avg (YTD)
+8.68%
vs Peers
+2.44%

MKVEX Mutual Fund Performance

MKVEX performance across multiple time periods: 1-month -4.16%, YTD 11.12%, 1-year 19.54%, 3-year 21.80%, 5-year 12.53%.

MKVEX returns outperform the peer average of 8.68% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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