KIFAX Mutual Fund

KIFAX Mutual Fund

NAV$16.44
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Returns Overview

1 Month
-3.34%
3 Months
-2.16%
6 Months
+2.02%
YTD
-0.43%
1 Year
-1.62%
3 Years (annualized)
+6.06%
5 Years (annualized)
+0.91%
10 Years (annualized)
-0.93%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KIFAX 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
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-0.43%
Peer Avg (YTD)
+0.33%
vs Peers
-0.76%

KIFAX Mutual Fund Performance

KIFAX performance across multiple time periods: 1-month -3.34%, YTD -0.43%, 1-year -1.62%, 3-year 6.06%, 5-year 0.91%, 10-year -0.93%.

KIFAX returns trail the peer average of 0.33% YTD. With an expense ratio of 1.14%, investors should weigh costs against performance when evaluating this mutual fund.

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