KTCAX Mutual Fund

KTCAX Mutual Fund

NAV$56.66
See how much of KTCAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+5.67%
3 Months
-3.10%
6 Months
+24.91%
YTD
+20.25%
1 Year
+30.44%
3 Years (annualized)
+34.28%
5 Years (annualized)
+21.16%
10 Years (annualized)
+28.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTCAX 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
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+20.25%
Peer Avg (YTD)
+14.35%
vs Peers
+5.90%

KTCAX Mutual Fund Performance

KTCAX performance across multiple time periods: 1-month 5.67%, YTD 20.25%, 1-year 30.44%, 3-year 34.28%, 5-year 21.16%, 10-year 28.01%.

KTCAX returns outperform the peer average of 14.35% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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