KTRIX Mutual Fund

KTRIX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-0.20%
3 Months
+3.27%
6 Months
+7.01%
YTD
+8.52%
1 Year
+17.99%
3 Years (annualized)
+12.77%
5 Years (annualized)
+6.51%
10 Years (annualized)
+7.91%

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
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📉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)
+8.52%
Peer Avg (YTD)
+5.54%
vs Peers
+2.98%

KTRIX Mutual Fund Performance

KTRIX performance across multiple time periods: 1-month -0.20%, YTD 8.52%, 1-year 17.99%, 3-year 12.77%, 5-year 6.51%, 10-year 7.91%.

KTRIX returns outperform the peer average of 5.54% 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.