KDHCX Mutual Fund

KDHCX Mutual Fund

NAV$60.17
See how much of KDHCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
+10.69%
3 Months
+6.96%
6 Months
+19.85%
YTD
+24.80%
1 Year
+32.04%
3 Years (annualized)
+16.89%
5 Years (annualized)
+10.09%
10 Years (annualized)
+9.52%

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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+24.80%
Peer Avg (YTD)
+12.44%
vs Peers
+12.36%

KDHCX Mutual Fund Performance

KDHCX performance across multiple time periods: 1-month 10.69%, YTD 24.80%, 1-year 32.04%, 3-year 16.89%, 5-year 10.09%, 10-year 9.52%.

KDHCX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.81%, investors should weigh costs against performance when evaluating this mutual fund.

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