KAUCX Mutual Fund

KAUCX Mutual Fund

NAV$3.87
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Returns Overview

1 Month
-1.52%
3 Months
-4.90%
6 Months
+18.65%
YTD
+9.60%
1 Year
+8.47%
3 Years (annualized)
+14.69%
5 Years (annualized)
+1.14%
10 Years (annualized)
+9.57%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUCX 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
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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)
+9.60%
Peer Avg (YTD)
+6.72%
vs Peers
+2.88%

KAUCX Mutual Fund Performance

KAUCX performance across multiple time periods: 1-month -1.52%, YTD 9.60%, 1-year 8.47%, 3-year 14.69%, 5-year 1.14%, 10-year 9.57%.

KAUCX returns outperform the peer average of 6.72% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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