KAMIX Mutual Fund

NAV$9.59

Returns Overview

1 Month
-0.52%
3 Months
-1.24%
6 Months
-1.54%
YTD
-0.93%
1 Year
+5.33%
3 Years (annualized)
+5.47%
5 Years (annualized)
+1.46%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAMIX 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
ICE Bank of America Merrill Lynch US High Yield Master II Index(^ICEBOFAUHYMI)
This Mutual Fund (YTD)
-0.93%
Peer Avg (YTD)
+3.47%
vs Peers
-4.40%

KAMIX Mutual Fund Performance

KAMIX performance across multiple time periods: 1-month -0.52%, YTD -0.93%, 1-year 5.33%, 3-year 5.47%, 5-year 1.46%.

KAMIX returns trail the peer average of 3.47% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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