KADIX Mutual Fund

KADIX Mutual Fund

NAV$11.86
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Returns Overview

1 Month
+1.95%
3 Months
+0.04%
6 Months
+8.36%
YTD
+10.53%
1 Year
+14.71%
3 Years (annualized)
+12.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KADIX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+10.53%
Peer Avg (YTD)
+6.28%
vs Peers
+4.25%

KADIX Mutual Fund Performance

KADIX performance across multiple time periods: 1-month 1.95%, YTD 10.53%, 1-year 14.71%, 3-year 12.00%.

KADIX returns outperform the peer average of 6.28% YTD. With an expense ratio of 1.63%, investors should weigh costs against performance when evaluating this mutual fund.

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