KCVSX Mutual Fund

KCVSX Mutual Fund

NAV$21.44
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Returns Overview

1 Month
+5.53%
3 Months
+1.84%
6 Months
+8.25%
YTD
+18.84%
1 Year
+34.66%
3 Years (annualized)
+30.52%
5 Years (annualized)
+19.01%
10 Years (annualized)
+17.53%

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)
+18.84%
Peer Avg (YTD)
+12.44%
vs Peers
+6.40%

KCVSX Mutual Fund Performance

KCVSX performance across multiple time periods: 1-month 5.53%, YTD 18.84%, 1-year 34.66%, 3-year 30.52%, 5-year 19.01%, 10-year 17.53%.

KCVSX returns outperform the peer average of 12.44% 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.