KARRX Mutual Fund

KARRX Mutual Fund

NAV$9.16
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Returns Overview

1 Month
-0.61%
3 Months
-2.40%
6 Months
+1.89%
YTD
-1.78%
1 Year
+12.76%
3 Years (annualized)
-4.39%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KARRX 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
S&P Global Infrastructure Index Net Total Return (USD Hedged)
This Mutual Fund (YTD)
-1.78%
Peer Avg (YTD)
+1.26%
vs Peers
-3.04%

KARRX Mutual Fund Performance

KARRX performance across multiple time periods: 1-month -0.61%, YTD -1.78%, 1-year 12.76%, 3-year -4.39%.

KARRX returns trail the peer average of 1.26% YTD. With an expense ratio of 1.27%, investors should weigh costs against performance when evaluating this mutual fund.

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