KCVIX Mutual Fund

KCVIX Mutual Fund

NAV$20.60
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Returns Overview

1 Month
+1.08%
3 Months
+4.60%
6 Months
+8.99%
YTD
+18.87%
1 Year
+26.29%
3 Years (annualized)
+21.28%
5 Years (annualized)
+12.73%
10 Years (annualized)
+12.75%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+18.87%
Peer Avg (YTD)
+12.44%
vs Peers
+6.43%

KCVIX Mutual Fund Performance

KCVIX performance across multiple time periods: 1-month 1.08%, YTD 18.87%, 1-year 26.29%, 3-year 21.28%, 5-year 12.73%, 10-year 12.75%.

KCVIX returns outperform the peer average of 12.44% 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.