KCSIX Mutual Fund

KCSIX Mutual Fund

NAV$16.10
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Returns Overview

1 Month
-2.94%
3 Months
+5.96%
6 Months
+13.66%
YTD
+20.54%
1 Year
+37.57%
3 Years (annualized)
+16.84%
5 Years (annualized)
+9.01%
10 Years (annualized)
+10.47%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCSIX 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
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg 2000 Index(^BI)
This Mutual Fund (YTD)
+20.54%
Peer Avg (YTD)
+15.31%
vs Peers
+5.23%

KCSIX Mutual Fund Performance

KCSIX performance across multiple time periods: 1-month -2.94%, YTD 20.54%, 1-year 37.57%, 3-year 16.84%, 5-year 9.01%, 10-year 10.47%.

KCSIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 0.90%, investors should weigh costs against performance when evaluating this mutual fund.

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