KNTAX Mutual Fund

KNTAX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
-2.13%
3 Months
-0.47%
6 Months
+0.58%
YTD
+0.99%
1 Year
+6.72%
3 Years (annualized)
+2.72%
5 Years (annualized)
-0.13%
10 Years (annualized)
+1.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KNTAX 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
Bloomberg California Exempt Municipal Bond Index
This Mutual Fund (YTD)
+0.99%
Peer Avg (YTD)
+0.23%
vs Peers
+0.76%

KNTAX Mutual Fund Performance

KNTAX performance across multiple time periods: 1-month -2.13%, YTD 0.99%, 1-year 6.72%, 3-year 2.72%, 5-year -0.13%, 10-year 1.40%.

KNTAX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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