KAGIX Mutual Fund

KAGIX Mutual Fund

NAV$15.96
See how much of KAGIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+3.10%
3 Months
-0.56%
6 Months
+18.96%
YTD
+17.56%
1 Year
+25.00%
3 Years (annualized)
+19.72%
5 Years (annualized)
+11.55%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGIX 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
PROUpgrade to run

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)
+17.56%
Peer Avg (YTD)
+7.93%
vs Peers
+9.63%

KAGIX Mutual Fund Performance

KAGIX performance across multiple time periods: 1-month 3.10%, YTD 17.56%, 1-year 25.00%, 3-year 19.72%, 5-year 11.55%.

KAGIX returns outperform the peer average of 7.93% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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