MXKJX Mutual Fund

MXKJX Mutual Fund

NAV$9.85
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Returns Overview

1 Month
+5.42%
3 Months
-0.20%
6 Months
+5.68%
YTD
+17.80%
1 Year
+21.48%
3 Years (annualized)
+19.39%
5 Years (annualized)
+9.61%
10 Years (annualized)
+10.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would MXKJX 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 Midcap Value(^RMCCV)
This Mutual Fund (YTD)
+17.80%
Peer Avg (YTD)
+10.76%
vs Peers
+7.04%

MXKJX Mutual Fund Performance

MXKJX performance across multiple time periods: 1-month 5.42%, YTD 17.80%, 1-year 21.48%, 3-year 19.39%, 5-year 9.61%, 10-year 10.57%.

MXKJX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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