KWINX Mutual Fund

KWINX Mutual Fund

NAV$94.97
See how much of KWINX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

6 Months
+2.66%
YTD
+1.06%
1 Year
+0.69%
3 Years (annualized)
-1.08%
5 Years (annualized)
+0.35%
10 Years (annualized)
+1.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KWINX 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)
This Mutual Fund (YTD)
+1.06%
Peer Avg (YTD)
+2.66%
vs Peers
-1.60%

KWINX Mutual Fund Performance

KWINX performance across multiple time periods: YTD 1.06%, 1-year 0.69%, 3-year -1.08%, 5-year 0.35%, 10-year 1.49%.

KWINX returns trail the peer average of 2.66% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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