KAMAX Mutual Fund

KAMAX Mutual Fund

NAV$9.62
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Returns Overview

1 Month
-0.62%
3 Months
-0.02%
6 Months
+0.60%
YTD
+1.12%
1 Year
+4.08%
3 Years (annualized)
+4.63%
5 Years (annualized)
+1.06%

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)
+1.12%
Peer Avg (YTD)
+2.39%
vs Peers
-1.27%

KAMAX Mutual Fund Performance

KAMAX performance across multiple time periods: 1-month -0.62%, YTD 1.12%, 1-year 4.08%, 3-year 4.63%, 5-year 1.06%.

KAMAX returns trail the peer average of 2.39% 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.