KDHAX Mutual Fund

KDHAX Mutual Fund

NAV$60.34
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Returns Overview

1 Month
+10.77%
3 Months
+7.18%
6 Months
+20.32%
YTD
+25.60%
1 Year
+33.06%
3 Years (annualized)
+17.81%
5 Years (annualized)
+10.95%
10 Years (annualized)
+10.36%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHAX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+25.60%
Peer Avg (YTD)
+12.44%
vs Peers
+13.16%

KDHAX Mutual Fund Performance

KDHAX performance across multiple time periods: 1-month 10.77%, YTD 25.60%, 1-year 33.06%, 3-year 17.81%, 5-year 10.95%, 10-year 10.36%.

KDHAX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

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