KINAX Mutual Fund

NAV$77.26
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Returns Overview

1 Month
-8.32%
3 Months
-8.04%
6 Months
-9.37%
YTD
-11.44%
1 Year
-23.06%
3 Years (annualized)
+22.03%
5 Years (annualized)
+7.59%
10 Years (annualized)
+19.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KINAX 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
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📉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

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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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.44%
Peer Avg (YTD)
+8.36%
vs Peers
-19.79%

KINAX Mutual Fund Performance

KINAX performance across multiple time periods: 1-month -8.32%, YTD -11.44%, 1-year -23.06%, 3-year 22.03%, 5-year 7.59%, 10-year 19.80%.

KINAX returns trail the peer average of 8.36% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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