KCTAX Mutual Fund

KCTAX Mutual Fund

NAV$6.57
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Returns Overview

1 Month
+1.37%
3 Months
+3.19%
6 Months
+2.99%
YTD
+2.99%
1 Year
+7.97%
3 Years (annualized)
+3.91%
5 Years (annualized)
+0.42%
10 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCTAX 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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+2.99%
Peer Avg (YTD)
+1.98%
vs Peers
+1.02%

KCTAX Mutual Fund Performance

KCTAX performance across multiple time periods: 1-month 1.37%, YTD 2.99%, 1-year 7.97%, 3-year 3.91%, 5-year 0.42%, 10-year 1.46%.

KCTAX returns outperform the peer average of 1.98% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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