KINAX Mutual Fund

KINAX Mutual Fund

NAV$83.34
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Returns Overview

1 Month
-1.58%
3 Months
+9.37%
6 Months
+0.58%
YTD
-3.14%
1 Year
-15.94%
3 Years (annualized)
+25.29%
5 Years (annualized)
+9.61%
10 Years (annualized)
+22.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KINAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
-3.14%
Peer Avg (YTD)
+8.60%
vs Peers
-11.74%

KINAX Mutual Fund Performance

KINAX performance across multiple time periods: 1-month -1.58%, YTD -3.14%, 1-year -15.94%, 3-year 25.29%, 5-year 9.61%, 10-year 22.20%.

KINAX returns trail the peer average of 8.60% YTD. With an expense ratio of 1.92%, investors should weigh costs against performance when evaluating this mutual fund.

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