KCVIX Mutual Fund

KCVIX Mutual Fund

NAV$21.49
See how much of KCVIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+1.97%
3 Months
+6.00%
6 Months
+11.24%
YTD
+17.60%
1 Year
+29.27%
3 Years (annualized)
+20.19%
5 Years (annualized)
+12.99%
10 Years (annualized)
+12.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCVIX 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
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.60%
Peer Avg (YTD)
+11.41%
vs Peers
+6.19%

KCVIX Mutual Fund Performance

KCVIX performance across multiple time periods: 1-month 1.97%, YTD 17.60%, 1-year 29.27%, 3-year 20.19%, 5-year 12.99%, 10-year 12.93%.

KCVIX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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