KTRCX Mutual Fund

KTRCX Mutual Fund

NAV$9.60
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Returns Overview

1 Month
-0.92%
3 Months
-2.03%
6 Months
+0.91%
YTD
+5.63%
1 Year
+6.66%
3 Years (annualized)
+13.86%
5 Years (annualized)
+4.81%
10 Years (annualized)
+6.62%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRCX 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
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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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+5.63%
Peer Avg (YTD)
+5.30%
vs Peers
+0.33%

KTRCX Mutual Fund Performance

KTRCX performance across multiple time periods: 1-month -0.92%, YTD 5.63%, 1-year 6.66%, 3-year 13.86%, 5-year 4.81%, 10-year 6.62%.

KTRCX returns outperform the peer average of 5.30% YTD. With an expense ratio of 1.76%, investors should weigh costs against performance when evaluating this mutual fund.

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