KCIIX Mutual Fund

NAV$17.20

Returns Overview

1 Month
-2.38%
3 Months
+3.06%
6 Months
+5.20%
YTD
+10.26%
1 Year
+27.64%
3 Years (annualized)
+19.11%
5 Years (annualized)
+7.99%
10 Years (annualized)
+10.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCIIX 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
FTSE All World ex USA Index(^AW02)
This Mutual Fund (YTD)
+10.26%
Peer Avg (YTD)
+9.13%
vs Peers
+1.12%

KCIIX Mutual Fund Performance

KCIIX performance across multiple time periods: 1-month -2.38%, YTD 10.26%, 1-year 27.64%, 3-year 19.11%, 5-year 7.99%, 10-year 10.73%.

KCIIX returns outperform the peer average of 9.13% YTD. With an expense ratio of 1.10%, investors should weigh costs against performance when evaluating this mutual fund.

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