KCTCX Mutual Fund

KCTCX Mutual Fund

NAV$6.47
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Returns Overview

1 Month
-2.17%
3 Months
-0.37%
6 Months
-0.00%
YTD
+0.39%
1 Year
+5.78%
3 Years (annualized)
+2.34%
5 Years (annualized)
-0.81%
10 Years (annualized)
+0.59%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCTCX 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
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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)
+0.39%
Peer Avg (YTD)
+0.39%
vs Peers
+0.00%

KCTCX Mutual Fund Performance

KCTCX performance across multiple time periods: 1-month -2.17%, YTD 0.39%, 1-year 5.78%, 3-year 2.34%, 5-year -0.81%, 10-year 0.59%.

KCTCX returns outperform the peer average of 0.39% YTD. With an expense ratio of 1.56%, investors should weigh costs against performance when evaluating this mutual fund.

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