KCEIX Mutual Fund

NAV$13.71

Returns Overview

1 Month
+0.75%
3 Months
+4.28%
6 Months
+7.77%
YTD
+7.52%
1 Year
+11.64%
3 Years (annualized)
+10.41%
5 Years (annualized)
+9.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCEIX 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
HFRX Equity Market Neutral Index
This Mutual Fund (YTD)
+7.52%
Peer Avg (YTD)
+8.36%
vs Peers
-0.84%

KCEIX Mutual Fund Performance

KCEIX performance across multiple time periods: 1-month 0.75%, YTD 7.52%, 1-year 11.64%, 3-year 10.41%, 5-year 9.96%.

KCEIX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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