KTXIX Mutual Fund

KTXIX Mutual Fund

NAV$17.58
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Returns Overview

1 Month
-3.74%
3 Months
-5.45%
6 Months
-3.82%
YTD
-4.46%
1 Year
-2.88%
3 Years (annualized)
+2.72%
5 Years (annualized)
+0.05%
10 Years (annualized)
+1.18%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KTXIX 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
PROUpgrade to run
🏦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 3-15 year Blend Municipal Bond Index
This Mutual Fund (YTD)
-4.46%
Peer Avg (YTD)
-3.82%
vs Peers
-0.64%

KTXIX Mutual Fund Performance

KTXIX performance across multiple time periods: 1-month -3.74%, YTD -4.46%, 1-year -2.88%, 3-year 2.72%, 5-year 0.05%, 10-year 1.18%.

KTXIX returns trail the peer average of -3.82% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

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