KAMAX Mutual Fund

NAV$9.59

Returns Overview

1 Month
+0.09%
3 Months
+2.41%
6 Months
+1.76%
YTD
+1.76%
1 Year
+5.06%
3 Years (annualized)
+5.21%
5 Years (annualized)
+1.20%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMAX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch US High Yield Master II Index(^ICEBOFAUHYMI)
This Mutual Fund (YTD)
+1.76%
Peer Avg (YTD)
+3.47%
vs Peers
-1.72%

KAMAX Mutual Fund Performance

KAMAX performance across multiple time periods: 1-month 0.09%, YTD 1.76%, 1-year 5.06%, 3-year 5.21%, 5-year 1.20%.

KAMAX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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