KTRIX Mutual Fund

KTRIX Mutual Fund

NAV$9.52
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Returns Overview

1 Month
-0.82%
3 Months
-1.69%
6 Months
+1.53%
YTD
+6.68%
1 Year
+7.95%
3 Years (annualized)
+15.12%
5 Years (annualized)
+5.95%
10 Years (annualized)
+7.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRIX 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)
+6.68%
Peer Avg (YTD)
+5.30%
vs Peers
+1.38%

KTRIX Mutual Fund Performance

KTRIX performance across multiple time periods: 1-month -0.82%, YTD 6.68%, 1-year 7.95%, 3-year 15.12%, 5-year 5.95%, 10-year 7.74%.

KTRIX returns outperform the peer average of 5.30% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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