KNTAX Mutual Fund

KNTAX Mutual Fund

NAV$9.13
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Returns Overview

1 Month
-0.93%
3 Months
-1.85%
6 Months
-2.24%
YTD
+0.05%
1 Year
+4.83%
3 Years (annualized)
+2.94%
5 Years (annualized)
-0.24%
10 Years (annualized)
+1.23%

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)
+0.05%
Peer Avg (YTD)
+0.15%
vs Peers
-0.10%

KNTAX Mutual Fund Performance

KNTAX performance across multiple time periods: 1-month -0.93%, YTD 0.05%, 1-year 4.83%, 3-year 2.94%, 5-year -0.24%, 10-year 1.23%.

KNTAX returns trail the peer average of 0.15% 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.