KTCIX Mutual Fund

KTCIX Mutual Fund

NAV$68.47
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Returns Overview

1 Month
+5.52%
3 Months
+1.14%
6 Months
+38.40%
YTD
+27.08%
1 Year
+29.69%
3 Years (annualized)
+33.98%
5 Years (annualized)
+20.68%
10 Years (annualized)
+27.60%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTCIX 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 North American Technology Sector Index(^SPGSTI:SP)
This Mutual Fund (YTD)
+27.08%
Peer Avg (YTD)
+16.41%
vs Peers
+10.67%

KTCIX Mutual Fund Performance

KTCIX performance across multiple time periods: 1-month 5.52%, YTD 27.08%, 1-year 29.69%, 3-year 33.98%, 5-year 20.68%, 10-year 27.60%.

KTCIX returns outperform the peer average of 16.41% YTD. With an expense ratio of 0.68%, investors should weigh costs against performance when evaluating this mutual fund.

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