KAGAX Mutual Fund

KAGAX Mutual Fund

NAV$15.80
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Returns Overview

1 Month
+3.14%
3 Months
-0.62%
6 Months
+18.78%
YTD
+17.37%
1 Year
+24.71%
3 Years (annualized)
+19.44%
5 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGAX 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 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+17.37%
Peer Avg (YTD)
+7.93%
vs Peers
+9.44%

KAGAX Mutual Fund Performance

KAGAX performance across multiple time periods: 1-month 3.14%, YTD 17.37%, 1-year 24.71%, 3-year 19.44%, 5-year 11.49%.

KAGAX returns outperform the peer average of 7.93% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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