KAGIX Mutual Fund

NAV$15.47

Returns Overview

1 Month
+0.26%
3 Months
+3.48%
6 Months
+13.42%
YTD
+13.42%
1 Year
+25.40%
3 Years (annualized)
+18.67%
5 Years (annualized)
+11.88%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAGIX 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)
+13.42%
Peer Avg (YTD)
+3.89%
vs Peers
+9.53%

KAGIX Mutual Fund Performance

KAGIX performance across multiple time periods: 1-month 0.26%, YTD 13.42%, 1-year 25.40%, 3-year 18.67%, 5-year 11.88%.

KAGIX returns outperform the peer average of 3.89% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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