KIFAX Mutual Fund

NAV$17.57
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Returns Overview

1 Month
-0.00%
3 Months
+4.27%
6 Months
+2.06%
YTD
+1.77%
1 Year
+6.21%
3 Years (annualized)
+5.88%
5 Years (annualized)
+2.45%
10 Years (annualized)
+3.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KIFAX 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
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📉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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+1.77%
Peer Avg (YTD)
+2.03%
vs Peers
-0.27%

KIFAX Mutual Fund Performance

KIFAX performance across multiple time periods: 1-month -0.00%, YTD 1.77%, 1-year 6.21%, 3-year 5.88%, 5-year 2.45%, 10-year 3.22%.

KIFAX returns trail the peer average of 2.03% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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