KDHCX Mutual Fund

NAV$56.78

Returns Overview

1 Month
-0.59%
3 Months
+7.31%
6 Months
+9.89%
YTD
+8.94%
1 Year
+16.84%
3 Years (annualized)
+9.88%
5 Years (annualized)
+6.94%
10 Years (annualized)
+8.21%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHCX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+8.94%
Peer Avg (YTD)
+9.49%
vs Peers
-0.55%

KDHCX Mutual Fund Performance

KDHCX performance across multiple time periods: 1-month -0.59%, YTD 8.94%, 1-year 16.84%, 3-year 9.88%, 5-year 6.94%, 10-year 8.21%.

KDHCX returns trail the peer average of 9.49% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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