KCVSX Mutual Fund

NAV$21.53

Returns Overview

1 Month
+1.51%
3 Months
+9.65%
6 Months
+15.28%
YTD
+13.84%
1 Year
+26.41%
3 Years (annualized)
+20.33%
5 Years (annualized)
+12.73%
10 Years (annualized)
+13.01%

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
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Value Index(RLV)
This Mutual Fund (YTD)
+13.84%
Peer Avg (YTD)
+9.49%
vs Peers
+4.35%

KCVSX Mutual Fund Performance

KCVSX performance across multiple time periods: 1-month 1.51%, YTD 13.84%, 1-year 26.41%, 3-year 20.33%, 5-year 12.73%, 10-year 13.01%.

KCVSX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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