KAGAX Mutual Fund

KAGAX Mutual Fund

NAV$15.66
See how much of KAGAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.47%
3 Months
+1.82%
6 Months
+17.03%
YTD
+15.65%
1 Year
+17.69%
3 Years (annualized)
+19.44%
5 Years (annualized)
+11.49%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGAX 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
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+15.65%
Peer Avg (YTD)
+6.10%
vs Peers
+9.55%

KAGAX Mutual Fund Performance

KAGAX performance across multiple time periods: 1-month -1.47%, YTD 15.65%, 1-year 17.69%, 3-year 19.44%, 5-year 11.49%.

KAGAX returns outperform the peer average of 6.10% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

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