KAMIX Mutual Fund

KAMIX Mutual Fund

NAV$9.64
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Returns Overview

1 Month
-0.52%
3 Months
+0.15%
6 Months
+0.83%
YTD
+1.35%
1 Year
+4.46%
3 Years (annualized)
+4.93%
5 Years (annualized)
+1.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMIX 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)
+1.35%
Peer Avg (YTD)
+2.39%
vs Peers
-1.04%

KAMIX Mutual Fund Performance

KAMIX performance across multiple time periods: 1-month -0.52%, YTD 1.35%, 1-year 4.46%, 3-year 4.93%, 5-year 1.31%.

KAMIX returns trail the peer average of 2.39% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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