KTRIX Mutual Fund

NAV$10.08

Returns Overview

1 Month
-0.24%
3 Months
+10.83%
6 Months
+9.09%
YTD
+8.74%
1 Year
+18.10%
3 Years (annualized)
+13.79%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.07%

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
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)
+8.74%
Peer Avg (YTD)
+5.87%
vs Peers
+2.87%

KTRIX Mutual Fund Performance

KTRIX performance across multiple time periods: 1-month -0.24%, YTD 8.74%, 1-year 18.10%, 3-year 13.79%, 5-year 6.67%, 10-year 8.07%.

KTRIX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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