KWIIX Mutual Fund

KWIIX Mutual Fund

NAV$95.69
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Returns Overview

6 Months
-0.49%
1 Year
-3.07%
3 Years (annualized)
-1.28%
5 Years (annualized)
+0.27%
10 Years (annualized)
+1.58%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KWIIX 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)

KWIIX Mutual Fund Performance

KWIIX performance across multiple time periods: 1-year -3.07%, 3-year -1.28%, 5-year 0.27%, 10-year 1.58%.

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

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