KIRAX Mutual Fund

KIRAX Mutual Fund

NAV$11.91
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Returns Overview

1 Month
-1.39%
3 Months
-8.45%
6 Months
-7.51%
YTD
-1.33%
1 Year
+1.45%
3 Years (annualized)
-3.54%
5 Years (annualized)
+0.18%
10 Years (annualized)
+1.06%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KIRAX 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
MSCI World Index(MDWO)
This Mutual Fund (YTD)
-1.33%
Peer Avg (YTD)
+3.92%
vs Peers
-5.24%

KIRAX Mutual Fund Performance

KIRAX performance across multiple time periods: 1-month -1.39%, YTD -1.33%, 1-year 1.45%, 3-year -3.54%, 5-year 0.18%, 10-year 1.06%.

KIRAX returns trail the peer average of 3.92% YTD. With an expense ratio of 1.26%, investors should weigh costs against performance when evaluating this mutual fund.

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