AXS Multi-Strategy Alternatives Fund (KCMTX)
The fund employs a flexible investment strategy, meaning it has the freedom to invest globally in companies of all sizes and in all sectors, long or short, in equities, fixed income, certain derivatives, and cash. To achieve its investment objectives, the fund invests principally in domestic and foreign equity securities (common stock and depository receipts), exchange traded funds, swaps, futures and options.
Fund Info
US46141T4489
46141T448
Aug 3, 2008
$1,000
Expense Ratio
KCMTX has a high expense ratio of 1.68%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
KCMTX
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^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of KCMTX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 1.65% | 3.15% | 2.79% | -4.24% | 3.20% | ||||||||
| 2023 | 5.82% | -2.06% | 0.10% | -0.90% | 0.20% | 3.83% | 1.94% | -2.29% | -2.34% | -0.10% | 5.50% | 4.77% | 14.90% |
| 2022 | -5.47% | -3.49% | 0.62% | -7.28% | 1.99% | -10.48% | 6.11% | -3.61% | -9.12% | 5.35% | 5.61% | -3.61% | -22.54% |
| 2021 | 2.11% | 6.12% | 1.32% | 4.92% | 1.47% | 2.82% | 1.26% | 3.05% | -3.23% | 6.26% | -1.64% | 3.56% | 31.37% |
| 2020 | -0.18% | -7.95% | -0.97% | -2.55% | 2.11% | 1.38% | 5.24% | 6.09% | -3.30% | -2.88% | 7.41% | 2.07% | 5.53% |
| 2019 | 5.47% | 2.00% | -0.80% | 3.33% | -8.09% | 7.39% | 1.85% | -4.16% | -0.72% | 1.18% | 1.35% | 0.40% | 8.59% |
| 2018 | 4.00% | -3.77% | -0.45% | 0.61% | -0.23% | 0.08% | 1.06% | 3.51% | -1.37% | -1.83% | 4.24% | -9.20% | -4.07% |
| 2017 | 1.31% | 4.04% | -1.47% | 0.87% | -1.64% | 0.72% | 3.00% | 1.53% | 3.24% | 3.58% | 2.61% | 2.94% | 22.57% |
| 2016 | -5.33% | 3.13% | 1.38% | -1.28% | 1.82% | -0.51% | 3.59% | -0.49% | 0.50% | -0.49% | 2.82% | 2.01% | 7.01% |
| 2015 | -2.58% | 4.88% | -0.08% | -0.87% | 2.63% | -0.54% | 1.17% | -7.63% | -2.92% | 4.55% | 0.25% | -2.47% | -4.20% |
| 2014 | -5.53% | 5.03% | -1.10% | 0.32% | 2.22% | 3.87% | -2.16% | 3.66% | -2.50% | -0.30% | 2.50% | -0.16% | 5.45% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KCMTX is 69, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for AXS Multi-Strategy Alternatives Fund (KCMTX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
| Period | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.11 | $0.00 | $3.07 | $0.00 | $0.10 | $2.40 | $1.70 | $0.44 | $0.07 | $1.06 |
Dividend yield | 1.04% | 0.00% | 24.73% | 0.00% | 0.85% | 23.04% | 12.82% | 3.60% | 0.59% | 8.57% |
Monthly Dividends
The table displays the monthly dividend distributions for AXS Multi-Strategy Alternatives Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.00 | $11.37 | $11.37 | ||||||||
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.11 | $0.11 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.07 | $3.07 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.10 | $0.10 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.40 | $2.40 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.70 | $1.70 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.44 | $0.44 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.07 | $0.07 |
| 2014 | $1.06 | $1.06 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the AXS Multi-Strategy Alternatives Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the AXS Multi-Strategy Alternatives Fund was 28.62%, occurring on Sep 26, 2022. The portfolio has not yet recovered.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.62% | Jan 5, 2022 | 182 | Sep 26, 2022 | — | — | — |
| -23.79% | May 2, 2011 | 146 | Nov 25, 2011 | 363 | May 10, 2013 | 509 |
| -21.02% | Apr 26, 2010 | 86 | Aug 25, 2010 | 170 | Apr 28, 2011 | 256 |
| -18.76% | Dec 14, 2017 | 258 | Dec 24, 2018 | 493 | Dec 8, 2020 | 751 |
| -15.86% | Aug 12, 2008 | 142 | Mar 5, 2009 | 26 | Apr 13, 2009 | 168 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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