KINCX Mutual Fund

NAV$58.48

Returns Overview

1 Month
-8.36%
3 Months
-8.14%
6 Months
-9.58%
YTD
-11.63%
1 Year
-23.43%
3 Years (annualized)
+21.44%
5 Years (annualized)
+7.14%
10 Years (annualized)
+19.85%

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
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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-11.63%
Peer Avg (YTD)
+8.36%
vs Peers
-19.99%

KINCX Mutual Fund Performance

KINCX performance across multiple time periods: 1-month -8.36%, YTD -11.63%, 1-year -23.43%, 3-year 21.44%, 5-year 7.14%, 10-year 19.85%.

KINCX returns trail the peer average of 8.36% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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