KAUAX Mutual Fund

NAV$6.28

Returns Overview

1 Month
+8.98%
3 Months
+25.10%
6 Months
+15.44%
YTD
+15.44%
1 Year
+18.07%
3 Years (annualized)
+17.70%
5 Years (annualized)
+5.59%
10 Years (annualized)
+16.75%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUAX 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

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.44%
Peer Avg (YTD)
+10.82%
vs Peers
+4.62%

KAUAX Mutual Fund Performance

KAUAX performance across multiple time periods: 1-month 8.98%, YTD 15.44%, 1-year 18.07%, 3-year 17.70%, 5-year 5.59%, 10-year 16.75%.

KAUAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

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