KIFYX Mutual Fund

NAV$17.49

Returns Overview

1 Month
+1.30%
3 Months
+5.59%
6 Months
+3.48%
YTD
+3.48%
1 Year
+7.87%
3 Years (annualized)
+6.62%
5 Years (annualized)
+3.02%
10 Years (annualized)
+3.71%

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

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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)
+3.48%
Peer Avg (YTD)
+2.03%
vs Peers
+1.44%

KIFYX Mutual Fund Performance

KIFYX performance across multiple time periods: 1-month 1.30%, YTD 3.48%, 1-year 7.87%, 3-year 6.62%, 5-year 3.02%, 10-year 3.71%.

KIFYX returns outperform the peer average of 2.03% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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