KIFAX Mutual Fund

KIFAX Mutual Fund

NAV$17.47
See how much of KIFAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.09%
3 Months
+1.97%
6 Months
+3.25%
YTD
+3.89%
1 Year
+6.31%
3 Years (annualized)
+6.46%
5 Years (annualized)
+2.66%
10 Years (annualized)
+2.98%

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
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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
+3.89%
Peer Avg (YTD)
+2.62%
vs Peers
+1.27%

KIFAX Mutual Fund Performance

KIFAX performance across multiple time periods: 1-month 2.09%, YTD 3.89%, 1-year 6.31%, 3-year 6.46%, 5-year 2.66%, 10-year 2.98%.

KIFAX returns outperform the peer average of 2.62% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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