KAMAX Mutual Fund

KAMAX Mutual Fund

NAV$9.34
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Returns Overview

1 Month
+0.73%
3 Months
+0.20%
6 Months
+1.03%
YTD
+1.86%
1 Year
+3.66%
3 Years (annualized)
+4.81%
5 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMAX 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
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📉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
ICE Bank of America Merrill Lynch US High Yield Master II Index(^ICEBOFAUHYMI)
This Mutual Fund (YTD)
+1.86%
Peer Avg (YTD)
+4.75%
vs Peers
-2.88%

KAMAX Mutual Fund Performance

KAMAX performance across multiple time periods: 1-month 0.73%, YTD 1.86%, 1-year 3.66%, 3-year 4.81%, 5-year 1.12%.

KAMAX returns trail the peer average of 4.75% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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