KAUFX Mutual Fund

KAUFX Mutual Fund

NAV$6.12
See how much of KAUFX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.44%
3 Months
-4.81%
6 Months
+18.99%
YTD
+9.84%
1 Year
+8.91%
3 Years (annualized)
+15.25%
5 Years (annualized)
+1.62%
10 Years (annualized)
+10.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUFX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+9.84%
Peer Avg (YTD)
+6.72%
vs Peers
+3.12%

KAUFX Mutual Fund Performance

KAUFX performance across multiple time periods: 1-month -1.44%, YTD 9.84%, 1-year 8.91%, 3-year 15.25%, 5-year 1.62%, 10-year 10.22%.

KAUFX 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.

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