KAUIX Mutual Fund

NAV$6.71

Returns Overview

1 Month
+8.98%
3 Months
+25.36%
6 Months
+15.72%
YTD
+15.72%
1 Year
+18.74%
3 Years (annualized)
+21.66%
5 Years (annualized)
+7.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUIX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.72%
Peer Avg (YTD)
+10.82%
vs Peers
+4.90%

KAUIX Mutual Fund Performance

KAUIX performance across multiple time periods: 1-month 8.98%, YTD 15.72%, 1-year 18.74%, 3-year 21.66%, 5-year 7.90%.

KAUIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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