KAGAX Mutual Fund

NAV$15.31

Returns Overview

1 Month
+0.20%
3 Months
+3.45%
6 Months
+13.32%
YTD
+13.32%
1 Year
+25.10%
3 Years (annualized)
+18.38%
5 Years (annualized)
+11.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGAX 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
PROUpgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
S&P 500 Total Return Index(^SP500TR:SP)
This Mutual Fund (YTD)
+13.32%
Peer Avg (YTD)
+3.89%
vs Peers
+9.44%

KAGAX Mutual Fund Performance

KAGAX performance across multiple time periods: 1-month 0.20%, YTD 13.32%, 1-year 25.10%, 3-year 18.38%, 5-year 11.83%.

KAGAX returns outperform the peer average of 3.89% YTD. With an expense ratio of 1.68%, investors should weigh costs against performance when evaluating this mutual fund.

KAGAX performance comparison shows side-by-side returns with another fund. KAGAX alternatives are available in the Mutual Fund Screener.