KAUCX Mutual Fund

KAUCX Mutual Fund

NAV$3.80
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Returns Overview

1 Month
-5.88%
3 Months
+8.78%
6 Months
+10.03%
YTD
+8.47%
1 Year
+8.91%
3 Years (annualized)
+12.68%
5 Years (annualized)
+1.68%
10 Years (annualized)
+9.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+8.47%
Peer Avg (YTD)
+9.54%
vs Peers
-1.06%

KAUCX Mutual Fund Performance

KAUCX performance across multiple time periods: 1-month -5.88%, YTD 8.47%, 1-year 8.91%, 3-year 12.68%, 5-year 1.68%, 10-year 9.59%.

KAUCX returns trail the peer average of 9.54% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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