KTCAX Mutual Fund

NAV$54.04

Returns Overview

1 Month
+1.15%
3 Months
+36.75%
6 Months
+25.89%
YTD
+25.52%
1 Year
+42.77%
3 Years (annualized)
+38.27%
5 Years (annualized)
+23.55%
10 Years (annualized)
+29.66%

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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+25.52%
Peer Avg (YTD)
+16.06%
vs Peers
+9.46%

KTCAX Mutual Fund Performance

KTCAX performance across multiple time periods: 1-month 1.15%, YTD 25.52%, 1-year 42.77%, 3-year 38.27%, 5-year 23.55%, 10-year 29.66%.

KTCAX returns outperform the peer average of 16.06% YTD. With an expense ratio of 0.88%, investors should weigh costs against performance when evaluating this mutual fund.

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