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The Market Opportunities Fund No Load: (MF: KMKNX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$51.07 USD
+0.57 (1.13%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 13.11 | 1 |
| 3 months | 14.81 | 1 |
| 6 months | 11.33 | 95 |
| 1 Year | 28.32 | 21 |
| 3 Year | 2.28 | 72 |
| 5 Year | 13.79 | 14 |
| 10 Year | 12.27 | 21 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -63.32 |
| Bull Market (2/09 - 3/21) | 918.78 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 27.01 |
| 5 Year | 15.78 |
| 10 Year | 12.63 |
| Since Inception | 10.54 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 19.57 | NA | NA | NA |
| 2023 | -12.75 | -9.63 | 15.42 | 1.83 |
| 2022 | 1.79 | -9.80 | 6.99 | 17.03 |
| 2021 | 45.93 | -6.39 | -9.26 | 3.30 |
| 2020 | -21.60 | 17.28 | -4.72 | 36.46 |
| 2019 | 15.07 | 9.23 | -7.69 | 5.79 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 13.11 | -7.32 | 14.96 | 28.05 | 19.54 | 22.76 | -10.83 | 47.27 | 20.44 | -9.11 | -5.55 |
| % Total Return Rel to Index | 7.07 | -33.57 | 33.17 | -0.63 | 1.14 | -8.73 | -6.44 | 25.48 | 8.51 | -10.50 | -19.19 |
| % Total Return Rel to Peer | 8.28 | -30.32 | 34.66 | 5.99 | -0.36 | -5.66 | -3.97 | 26.59 | 12.62 | -7.51 | -13.75 |
| % Perf Quintile vs Peer* | 0.00 | 5.00 | 1.00 | 2.00 | 3.00 | 5.00 | 4.00 | 1.00 | 1.00 | 5.00 | 5.00 |
| % Dividends | 0.00 | 0.36 | 0.08 | 0.58 | 0.08 | 0.08 | 0.00 | 0.17 | 0.00 | 0.00 | 0.00 |
| % Yield | 0.00 | 0.84 | 0.18 | 1.42 | 0.25 | 0.32 | 0.00 | 0.62 | 0.00 | 0.00 | 0.00 |
| Capital Gains ($) | 0.00 | 0.00 | 0.53 | 0.04 | 0.00 | 0.00 | 2.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.40 | 1.40 | 1.40 | 1.40 | 1.40 | 1.64 | 1.64 | 1.64 | 1.64 | 1.64 |
* 1 = Top 20%, 5 = Bottom 20%