KAUAX Mutual Fund

KAUAX Mutual Fund

NAV$6.10
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Returns Overview

1 Month
-1.45%
3 Months
-4.82%
6 Months
+19.07%
YTD
+9.87%
1 Year
+8.94%
3 Years (annualized)
+15.30%
5 Years (annualized)
+1.63%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUAX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.87%
Peer Avg (YTD)
+6.72%
vs Peers
+3.15%

KAUAX Mutual Fund Performance

KAUAX performance across multiple time periods: 1-month -1.45%, YTD 9.87%, 1-year 8.94%, 3-year 15.30%, 5-year 1.63%, 10-year 10.23%.

KAUAX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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