KBIWX Mutual Fund

KBIWX Mutual Fund

NAV$11.72
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Returns Overview

1 Month
-0.09%
3 Months
+0.52%
6 Months
-0.60%
YTD
+6.30%
1 Year
+7.31%
3 Years (annualized)
+9.92%
5 Years (annualized)
+6.37%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KBIWX 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
MSCI AC World Index Net
This Mutual Fund (YTD)
+6.30%
Peer Avg (YTD)
+11.31%
vs Peers
-5.01%

KBIWX Mutual Fund Performance

KBIWX performance across multiple time periods: 1-month -0.09%, YTD 6.30%, 1-year 7.31%, 3-year 9.92%, 5-year 6.37%.

KBIWX returns trail the peer average of 11.31% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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