KCVSX Mutual Fund

KCVSX Mutual Fund

NAV$21.68
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Returns Overview

1 Month
+1.92%
3 Months
+5.98%
6 Months
+11.14%
YTD
+17.49%
1 Year
+29.48%
3 Years (annualized)
+20.09%
5 Years (annualized)
+12.88%
10 Years (annualized)
+12.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCVSX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+17.49%
Peer Avg (YTD)
+11.41%
vs Peers
+6.08%

KCVSX Mutual Fund Performance

KCVSX performance across multiple time periods: 1-month 1.92%, YTD 17.49%, 1-year 29.48%, 3-year 20.09%, 5-year 12.88%, 10-year 12.82%.

KCVSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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