KAMAX Mutual Fund

KAMAX Mutual Fund

NAV$9.32
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Returns Overview

1 Month
-2.26%
3 Months
-2.16%
6 Months
+0.20%
YTD
-0.44%
1 Year
+0.56%
3 Years (annualized)
+4.81%
5 Years (annualized)
+1.12%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦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
ICE Bank of America Merrill Lynch US High Yield Master II Index(^ICEBOFAUHYMI)
This Mutual Fund (YTD)
-0.44%
Peer Avg (YTD)
+5.40%
vs Peers
-5.84%

KAMAX Mutual Fund Performance

KAMAX performance across multiple time periods: 1-month -2.26%, YTD -0.44%, 1-year 0.56%, 3-year 4.81%, 5-year 1.12%.

KAMAX returns trail the peer average of 5.40% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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