KTRSX Mutual Fund

KTRSX Mutual Fund

NAV$10.11
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Returns Overview

1 Month
-0.20%
3 Months
+3.26%
6 Months
+6.98%
YTD
+8.47%
1 Year
+17.90%
3 Years (annualized)
+12.72%
5 Years (annualized)
+6.45%
10 Years (annualized)
+7.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRSX 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)
+8.47%
Peer Avg (YTD)
+5.54%
vs Peers
+2.94%

KTRSX Mutual Fund Performance

KTRSX performance across multiple time periods: 1-month -0.20%, YTD 8.47%, 1-year 17.90%, 3-year 12.72%, 5-year 6.45%, 10-year 7.84%.

KTRSX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.70%, investors should weigh costs against performance when evaluating this mutual fund.

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