KBIWX Mutual Fund

KBIWX Mutual Fund

NAV$11.19
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Returns Overview

1 Month
-5.33%
3 Months
-5.49%
6 Months
-0.09%
YTD
-0.45%
1 Year
-0.60%
3 Years (annualized)
+10.92%
5 Years (annualized)
+5.77%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KBIWX 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
MSCI AC World Index Net
This Mutual Fund (YTD)
-0.45%
Peer Avg (YTD)
+4.44%
vs Peers
-4.89%

KBIWX Mutual Fund Performance

KBIWX performance across multiple time periods: 1-month -5.33%, YTD -0.45%, 1-year -0.60%, 3-year 10.92%, 5-year 5.77%.

KBIWX returns trail the peer average of 4.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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