KSITX Mutual Fund

KSITX Mutual Fund

NAV$9.02
See how much of KSITX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.65%
3 Months
-1.62%
6 Months
-1.76%
YTD
+0.45%
1 Year
+5.14%
3 Years (annualized)
+2.64%
5 Years (annualized)
-0.38%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSITX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+0.45%
Peer Avg (YTD)
+0.15%
vs Peers
+0.30%

KSITX Mutual Fund Performance

KSITX performance across multiple time periods: 1-month -0.65%, YTD 0.45%, 1-year 5.14%, 3-year 2.64%, 5-year -0.38%, 10-year 1.08%.

KSITX returns outperform the peer average of 0.15% YTD. With an expense ratio of 0.73%, investors should weigh costs against performance when evaluating this mutual fund.

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