KAUCX Mutual Fund

NAV$3.99

Returns Overview

1 Month
+8.80%
3 Months
+24.77%
6 Months
+15.25%
YTD
+15.25%
1 Year
+17.44%
3 Years (annualized)
+17.39%
5 Years (annualized)
+5.81%
10 Years (annualized)
+13.07%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUCX 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
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+15.25%
Peer Avg (YTD)
+10.82%
vs Peers
+4.44%

KAUCX Mutual Fund Performance

KAUCX performance across multiple time periods: 1-month 8.80%, YTD 15.25%, 1-year 17.44%, 3-year 17.39%, 5-year 5.81%, 10-year 13.07%.

KAUCX returns outperform the peer average of 10.82% YTD. With an expense ratio of 2.46%, investors should weigh costs against performance when evaluating this mutual fund.

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