KARIX Mutual Fund

KARIX Mutual Fund

NAV$9.19
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Returns Overview

1 Month
-0.59%
3 Months
-2.41%
6 Months
+1.62%
YTD
-1.75%
1 Year
+12.50%
3 Years (annualized)
-4.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KARIX 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 Global Infrastructure Index Net Total Return (USD Hedged)
This Mutual Fund (YTD)
-1.75%
Peer Avg (YTD)
+1.26%
vs Peers
-3.01%

KARIX Mutual Fund Performance

KARIX performance across multiple time periods: 1-month -0.59%, YTD -1.75%, 1-year 12.50%, 3-year -4.29%.

KARIX returns trail the peer average of 1.26% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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