KAUAX Mutual Fund

KAUAX Mutual Fund

NAV$6.27
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Returns Overview

1 Month
-5.91%
3 Months
+8.81%
6 Months
+10.20%
YTD
+8.62%
1 Year
+9.27%
3 Years (annualized)
+13.91%
5 Years (annualized)
+2.16%
10 Years (annualized)
+10.14%

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
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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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.62%
Peer Avg (YTD)
+9.54%
vs Peers
-0.92%

KAUAX Mutual Fund Performance

KAUAX performance across multiple time periods: 1-month -5.91%, YTD 8.62%, 1-year 9.27%, 3-year 13.91%, 5-year 2.16%, 10-year 10.14%.

KAUAX returns trail the peer average of 9.54% 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.