KADAX Mutual Fund

KADAX Mutual Fund

NAV$10.81
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Returns Overview

1 Month
+1.29%
3 Months
+4.70%
6 Months
+13.44%
YTD
+11.51%
1 Year
+13.49%
3 Years (annualized)
+7.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KADAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.51%
Peer Avg (YTD)
+9.31%
vs Peers
+2.21%

KADAX Mutual Fund Performance

KADAX performance across multiple time periods: 1-month 1.29%, YTD 11.51%, 1-year 13.49%, 3-year 7.80%.

KADAX returns outperform the peer average of 9.31% YTD. With an expense ratio of 1.80%, investors should weigh costs against performance when evaluating this mutual fund.

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