KCRIX Mutual Fund

KCRIX Mutual Fund

NAV$8.41
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Returns Overview

1 Month
-5.66%
3 Months
-6.40%
6 Months
+3.02%
YTD
+6.17%
1 Year
+3.94%
3 Years (annualized)
+6.51%
5 Years (annualized)
+1.24%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCRIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US 3000 REIT Index
This Mutual Fund (YTD)
+6.17%
Peer Avg (YTD)
+4.73%
vs Peers
+1.44%

KCRIX Mutual Fund Performance

KCRIX performance across multiple time periods: 1-month -5.66%, YTD 6.17%, 1-year 3.94%, 3-year 6.51%, 5-year 1.24%.

KCRIX returns outperform the peer average of 4.73% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

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