KAUAX Mutual Fund

KAUAX Mutual Fund

NAV$6.28
See how much of KAUAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.64%
3 Months
+5.25%
6 Months
+11.69%
YTD
+11.49%
1 Year
+10.90%
3 Years (annualized)
+15.30%
5 Years (annualized)
+1.63%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUAX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+11.49%
Peer Avg (YTD)
+9.89%
vs Peers
+1.60%

KAUAX Mutual Fund Performance

KAUAX performance across multiple time periods: 1-month 2.64%, YTD 11.49%, 1-year 10.90%, 3-year 15.30%, 5-year 1.63%, 10-year 10.23%.

KAUAX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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