KWIAX Mutual Fund

KWIAX Mutual Fund

NAV$92.60
See inside every fund you own
$45/quarter Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

6 Months
+1.00%
1 Year
-1.06%
3 Years (annualized)
-1.81%
5 Years (annualized)
-0.19%
10 Years (annualized)
+1.08%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KWIAX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays US 1-3 Year Credit Bond Index(^BBU3YCRB)

KWIAX Mutual Fund Performance

KWIAX performance across multiple time periods: 1-year -1.06%, 3-year -1.81%, 5-year -0.19%, 10-year 1.08%.

KWIAX returns can be compared against peers and benchmarks. investors should weigh costs against performance when evaluating this mutual fund.

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