KAUFX Mutual Fund

NAV$6.36

Returns Overview

1 Month
+8.95%
3 Months
+25.00%
6 Months
+15.38%
YTD
+15.38%
1 Year
+18.00%
3 Years (annualized)
+17.63%
5 Years (annualized)
+5.57%
10 Years (annualized)
+16.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUFX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.38%
Peer Avg (YTD)
+10.82%
vs Peers
+4.57%

KAUFX Mutual Fund Performance

KAUFX performance across multiple time periods: 1-month 8.95%, YTD 15.38%, 1-year 18.00%, 3-year 17.63%, 5-year 5.57%, 10-year 16.73%.

KAUFX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

KAUFX performance comparison shows side-by-side returns with another fund. KAUFX alternatives are available in the Mutual Fund Screener.