KINAX Mutual Fund

KINAX Mutual Fund

NAV$82.77
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Returns Overview

1 Month
+1.09%
3 Months
-11.02%
6 Months
-10.53%
YTD
-8.38%
1 Year
-24.45%
3 Years (annualized)
+21.32%
5 Years (annualized)
+6.78%
10 Years (annualized)
+14.30%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-8.38%
Peer Avg (YTD)
+8.69%
vs Peers
-17.07%

KINAX Mutual Fund Performance

KINAX performance across multiple time periods: 1-month 1.09%, YTD -8.38%, 1-year -24.45%, 3-year 21.32%, 5-year 6.78%, 10-year 14.30%.

KINAX returns trail the peer average of 8.69% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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