KCXIX Mutual Fund

KCXIX Mutual Fund

NAV$23.29
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Returns Overview

1 Month
-0.59%
3 Months
+1.12%
6 Months
+17.30%
YTD
+11.95%
1 Year
+13.87%
3 Years (annualized)
+21.07%
5 Years (annualized)
+11.96%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCXIX 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
Knights of Columbus US All Cap Index
This Mutual Fund (YTD)
+11.95%
Peer Avg (YTD)
+9.98%
vs Peers
+1.97%

KCXIX Mutual Fund Performance

KCXIX performance across multiple time periods: 1-month -0.59%, YTD 11.95%, 1-year 13.87%, 3-year 21.07%, 5-year 11.96%.

KCXIX returns outperform the peer average of 9.98% YTD. With an expense ratio of 0.25%, investors should weigh costs against performance when evaluating this mutual fund.

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