KIRCX Mutual Fund

KIRCX Mutual Fund

NAV$11.88
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Returns Overview

1 Month
-1.39%
3 Months
-8.60%
6 Months
-7.80%
YTD
-1.37%
1 Year
+0.77%
3 Years (annualized)
-4.16%
5 Years (annualized)
-0.42%
10 Years (annualized)
+0.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KIRCX 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)
-1.37%
Peer Avg (YTD)
+3.92%
vs Peers
-5.29%

KIRCX Mutual Fund Performance

KIRCX performance across multiple time periods: 1-month -1.39%, YTD -1.37%, 1-year 0.77%, 3-year -4.16%, 5-year -0.42%, 10-year 0.46%.

KIRCX returns trail the peer average of 3.92% YTD. With an expense ratio of 1.98%, investors should weigh costs against performance when evaluating this mutual fund.

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