KWICX Mutual Fund

KWICX Mutual Fund

NAV$87.93
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Returns Overview

6 Months
+0.98%
1 Year
-1.33%
3 Years (annualized)
-2.23%
5 Years (annualized)
-0.65%
10 Years (annualized)
+0.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KWICX 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
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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)

KWICX Mutual Fund Performance

KWICX performance across multiple time periods: 1-year -1.33%, 3-year -2.23%, 5-year -0.65%, 10-year 0.60%.

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

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