KAUFX Mutual Fund

KAUFX Mutual Fund

NAV$5.87
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Returns Overview

1 Month
-3.26%
3 Months
-2.14%
6 Months
+6.45%
YTD
+6.26%
1 Year
+3.86%
3 Years (annualized)
+17.51%
5 Years (annualized)
+0.89%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUFX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.26%
Peer Avg (YTD)
+10.76%
vs Peers
-4.50%

KAUFX Mutual Fund Performance

KAUFX performance across multiple time periods: 1-month -3.26%, YTD 6.26%, 1-year 3.86%, 3-year 17.51%, 5-year 0.89%, 10-year 9.98%.

KAUFX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.96%, investors should weigh costs against performance when evaluating this mutual fund.

KAUFX vs another fund shows side-by-side returns. KAUFX alternatives are available in the Mutual Fund Screener.