KAUIX Mutual Fund

KAUIX Mutual Fund

NAV$6.58
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Returns Overview

1 Month
-1.20%
3 Months
-4.62%
6 Months
+19.57%
YTD
+10.37%
1 Year
+9.65%
3 Years (annualized)
+15.82%
5 Years (annualized)
+2.12%
10 Years (annualized)
+10.67%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUIX 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)
+10.37%
Peer Avg (YTD)
+6.72%
vs Peers
+3.65%

KAUIX Mutual Fund Performance

KAUIX performance across multiple time periods: 1-month -1.20%, YTD 10.37%, 1-year 9.65%, 3-year 15.82%, 5-year 2.12%, 10-year 10.67%.

KAUIX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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