KAUIX Mutual Fund

KAUIX Mutual Fund

NAV$6.31
See how much of KAUIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-3.33%
3 Months
-2.00%
6 Months
+6.69%
YTD
+6.69%
1 Year
+4.42%
3 Years (annualized)
+18.07%
5 Years (annualized)
+1.41%
10 Years (annualized)
+10.71%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KAUIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Growth Index(^RMCCG)
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+10.76%
vs Peers
-4.07%

KAUIX Mutual Fund Performance

KAUIX performance across multiple time periods: 1-month -3.33%, YTD 6.69%, 1-year 4.42%, 3-year 18.07%, 5-year 1.41%, 10-year 10.71%.

KAUIX returns trail the peer average of 10.76% YTD. With an expense ratio of 1.46%, investors should weigh costs against performance when evaluating this mutual fund.

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