MKVEX Mutual Fund

NAV$18.97

Returns Overview

1 Month
+3.60%
3 Months
+6.10%
6 Months
+6.99%
YTD
+11.65%
1 Year
+24.36%
3 Years (annualized)
+19.14%
5 Years (annualized)
+11.57%

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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
MSCI EAFE (Europe, Australasia, Far East) Index (net div)
This Mutual Fund (YTD)
+11.65%
Peer Avg (YTD)
+8.97%
vs Peers
+2.68%

MKVEX Mutual Fund Performance

MKVEX performance across multiple time periods: 1-month 3.60%, YTD 11.65%, 1-year 24.36%, 3-year 19.14%, 5-year 11.57%.

MKVEX returns outperform the peer average of 8.97% YTD. With an expense ratio of 1.21%, investors should weigh costs against performance when evaluating this mutual fund.

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