KINCX Mutual Fund

KINCX Mutual Fund

NAV$66.29
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Returns Overview

1 Month
+9.89%
3 Months
+1.75%
6 Months
-1.35%
YTD
+0.39%
1 Year
-12.84%
3 Years (annualized)
+25.03%
5 Years (annualized)
+9.33%
10 Years (annualized)
+22.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KINCX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+0.39%
Peer Avg (YTD)
+11.40%
vs Peers
-11.01%

KINCX Mutual Fund Performance

KINCX performance across multiple time periods: 1-month 9.89%, YTD 0.39%, 1-year -12.84%, 3-year 25.03%, 5-year 9.33%, 10-year 22.52%.

KINCX returns trail the peer average of 11.40% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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