KIFYX Mutual Fund

KIFYX Mutual Fund

NAV$17.02
See how much of KIFYX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+2.16%
3 Months
+2.12%
6 Months
+3.42%
YTD
+4.43%
1 Year
+6.66%
3 Years (annualized)
+6.78%
5 Years (annualized)
+3.00%
10 Years (annualized)
+3.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KIFYX 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)
+4.43%
Peer Avg (YTD)
+2.62%
vs Peers
+1.81%

KIFYX Mutual Fund Performance

KIFYX performance across multiple time periods: 1-month 2.16%, YTD 4.43%, 1-year 6.66%, 3-year 6.78%, 5-year 3.00%, 10-year 3.35%.

KIFYX returns outperform the peer average of 2.62% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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