KTRAX Mutual Fund

NAV$10.05

Returns Overview

1 Month
-0.29%
3 Months
+10.87%
6 Months
+8.94%
YTD
+8.59%
1 Year
+17.78%
3 Years (annualized)
+13.50%
5 Years (annualized)
+6.43%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRAX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+8.59%
Peer Avg (YTD)
+5.87%
vs Peers
+2.72%

KTRAX Mutual Fund Performance

KTRAX performance across multiple time periods: 1-month -0.29%, YTD 8.59%, 1-year 17.78%, 3-year 13.50%, 5-year 6.43%, 10-year 7.83%.

KTRAX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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