KIFAX Mutual Fund

KIFAX Mutual Fund

NAV$16.58
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Returns Overview

1 Month
-0.85%
3 Months
-4.97%
6 Months
-3.10%
YTD
-1.27%
1 Year
-0.59%
3 Years (annualized)
+6.81%
5 Years (annualized)
+0.24%
10 Years (annualized)
-1.00%

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
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🏦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 US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-1.27%
Peer Avg (YTD)
+0.29%
vs Peers
-1.56%

KIFAX Mutual Fund Performance

KIFAX performance across multiple time periods: 1-month -0.85%, YTD -1.27%, 1-year -0.59%, 3-year 6.81%, 5-year 0.24%, 10-year -1.00%.

KIFAX returns trail the peer average of 0.29% 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.