KINCX Mutual Fund

KINCX Mutual Fund

NAV$66.87
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Returns Overview

1 Month
-1.63%
3 Months
+9.22%
6 Months
+0.34%
YTD
-3.48%
1 Year
-15.98%
3 Years (annualized)
+25.03%
5 Years (annualized)
+9.33%
10 Years (annualized)
+22.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KINCX 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
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📉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)
-3.48%
Peer Avg (YTD)
+8.60%
vs Peers
-12.09%

KINCX Mutual Fund Performance

KINCX performance across multiple time periods: 1-month -1.63%, YTD -3.48%, 1-year -15.98%, 3-year 25.03%, 5-year 9.33%, 10-year 22.52%.

KINCX returns trail the peer average of 8.60% YTD. With an expense ratio of 2.42%, investors should weigh costs against performance when evaluating this mutual fund.

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