KAMCX Mutual Fund

NAV$9.46

Returns Overview

1 Month
+0.02%
3 Months
+2.25%
6 Months
+1.40%
YTD
+1.29%
1 Year
+4.27%
3 Years (annualized)
+4.41%
5 Years (annualized)
+0.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMCX 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

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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)
+1.29%
Peer Avg (YTD)
+3.47%
vs Peers
-2.18%

KAMCX Mutual Fund Performance

KAMCX performance across multiple time periods: 1-month 0.02%, YTD 1.29%, 1-year 4.27%, 3-year 4.41%, 5-year 0.45%.

KAMCX returns trail the peer average of 3.47% YTD. With an expense ratio of 0.29%, investors should weigh costs against performance when evaluating this mutual fund.

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