KTRIX Mutual Fund

KTRIX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-2.94%
3 Months
-1.07%
6 Months
+9.65%
YTD
+7.57%
1 Year
+11.00%
3 Years (annualized)
+14.27%
5 Years (annualized)
+6.67%
10 Years (annualized)
+8.04%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTRIX 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
MSCI ACWI Index(MSEUACWF)
This Mutual Fund (YTD)
+7.57%
Peer Avg (YTD)
+4.96%
vs Peers
+2.61%

KTRIX Mutual Fund Performance

KTRIX performance across multiple time periods: 1-month -2.94%, YTD 7.57%, 1-year 11.00%, 3-year 14.27%, 5-year 6.67%, 10-year 8.04%.

KTRIX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.67%, investors should weigh costs against performance when evaluating this mutual fund.

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