KBI Mutual Funds List
Here you can find all mutual funds issued by KBI and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 1
- Avg. Expense Ratio
- 1.10%
- Avg. 1 Year Return
- 5.60%
- Avg. 5 Year Return
- 6.49%
- Median Risk/Return Score
- 7 / 100
KBI Mutual Funds List
1 result
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| KBI Global Investors Aquarius Fund | Energy Equities | Oct 11, 2018 | 1.10% | 2.65% | — | 8.70% | 7 |
Explore top KBI Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
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5 Years
Best KBI Mutual funds by Risk/Return Score
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| KBI Global Investors Aquarius Fund | 7 | — | Oct 2018 |
Best-Performing KBI Mutual funds Over 5 Years
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| KBI Global Investors Aquarius Fund | 6.49% | — | Oct 2018 |
Lowest-Cost KBI Mutual funds
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| KBI Global Investors Aquarius Fund | 1.10% | — | Oct 2018 |
Highest-Yield KBI Mutual funds
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| KBI Global Investors Aquarius Fund | 8.70% | — | Oct 2018 |
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Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.