KTRZX Mutual Fund

KTRZX Mutual Fund

NAV$9.92
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Returns Overview

1 Month
-0.20%
3 Months
+3.19%
6 Months
+6.96%
YTD
+8.46%
1 Year
+17.99%
3 Years (annualized)
+12.89%
5 Years (annualized)
+6.60%
10 Years (annualized)
+8.01%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRZX 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)
+8.46%
Peer Avg (YTD)
+5.54%
vs Peers
+2.92%

KTRZX Mutual Fund Performance

KTRZX performance across multiple time periods: 1-month -0.20%, YTD 8.46%, 1-year 17.99%, 3-year 12.89%, 5-year 6.60%, 10-year 8.01%.

KTRZX returns outperform the peer average of 5.54% YTD. With an expense ratio of 0.56%, investors should weigh costs against performance when evaluating this mutual fund.

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