KBIWX Mutual Fund

KBIWX Mutual Fund

NAV$11.90
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Returns Overview

1 Month
+4.48%
3 Months
+5.71%
6 Months
+6.39%
YTD
+5.33%
1 Year
+7.31%
3 Years (annualized)
+11.04%
5 Years (annualized)
+8.64%

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)
+5.33%
Peer Avg (YTD)
+13.49%
vs Peers
-8.16%

KBIWX Mutual Fund Performance

KBIWX performance across multiple time periods: 1-month 4.48%, YTD 5.33%, 1-year 7.31%, 3-year 11.04%, 5-year 8.64%.

KBIWX returns trail the peer average of 13.49% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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