MKVIX Mutual Fund

MKVIX Mutual Fund

NAV$19.06
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Returns Overview

1 Month
-4.09%
3 Months
+2.26%
6 Months
+10.78%
YTD
+11.56%
1 Year
+20.17%
3 Years (annualized)
+22.64%
5 Years (annualized)
+13.61%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MKVIX 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
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+11.56%
Peer Avg (YTD)
+8.68%
vs Peers
+2.88%

MKVIX Mutual Fund Performance

MKVIX performance across multiple time periods: 1-month -4.09%, YTD 11.56%, 1-year 20.17%, 3-year 22.64%, 5-year 13.61%.

MKVIX returns outperform the peer average of 8.68% YTD. With an expense ratio of 0.71%, investors should weigh costs against performance when evaluating this mutual fund.

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