KCRIX Mutual Fund

KCRIX Mutual Fund

NAV$8.29
See how much of KCRIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.76%
3 Months
+0.61%
6 Months
+2.52%
YTD
+12.54%
1 Year
+10.45%
3 Years (annualized)
+6.51%
5 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCRIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 REIT Index
This Mutual Fund (YTD)
+12.54%
Peer Avg (YTD)
+9.10%
vs Peers
+3.44%

KCRIX Mutual Fund Performance

KCRIX performance across multiple time periods: 1-month -2.76%, YTD 12.54%, 1-year 10.45%, 3-year 6.51%, 5-year 1.24%.

KCRIX returns outperform the peer average of 9.10% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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