KAGIX Mutual Fund

KAGIX Mutual Fund

NAV$15.91
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Returns Overview

1 Month
+0.26%
3 Months
+3.74%
6 Months
+14.02%
YTD
+14.02%
1 Year
+22.55%
3 Years (annualized)
+17.54%
5 Years (annualized)
+11.54%

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
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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)
+14.02%
Peer Avg (YTD)
+5.89%
vs Peers
+8.14%

KAGIX Mutual Fund Performance

KAGIX performance across multiple time periods: 1-month 0.26%, YTD 14.02%, 1-year 22.55%, 3-year 17.54%, 5-year 11.54%.

KAGIX returns outperform the peer average of 5.89% 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.