KIFYX Mutual Fund

KIFYX Mutual Fund

NAV$16.45
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Returns Overview

1 Month
-0.80%
3 Months
+1.42%
6 Months
+2.65%
YTD
+3.59%
1 Year
+3.08%
3 Years (annualized)
+6.41%
5 Years (annualized)
+1.13%
10 Years (annualized)
-0.84%

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
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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)
+3.59%
Peer Avg (YTD)
+2.74%
vs Peers
+0.85%

KIFYX Mutual Fund Performance

KIFYX performance across multiple time periods: 1-month -0.80%, YTD 3.59%, 1-year 3.08%, 3-year 6.41%, 5-year 1.13%, 10-year -0.84%.

KIFYX returns outperform the peer average of 2.74% 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.