KSITX Mutual Fund

KSITX Mutual Fund

NAV$9.39
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Returns Overview

1 Month
+3.56%
3 Months
-1.30%
6 Months
-1.97%
YTD
-0.21%
1 Year
+0.17%
3 Years (annualized)
+3.67%
5 Years (annualized)
-0.33%
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
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📉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 US Municipal Bond Index
This Mutual Fund (YTD)
-0.21%
Peer Avg (YTD)
-0.87%
vs Peers
+0.66%

KSITX Mutual Fund Performance

KSITX performance across multiple time periods: 1-month 3.56%, YTD -0.21%, 1-year 0.17%, 3-year 3.67%, 5-year -0.33%, 10-year 1.08%.

KSITX returns outperform the peer average of -0.87% 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.