KDHIX Mutual Fund

KDHIX Mutual Fund

NAV$60.37
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Returns Overview

1 Month
+10.76%
3 Months
+7.24%
6 Months
+20.48%
YTD
+25.86%
1 Year
+33.41%
3 Years (annualized)
+18.10%
5 Years (annualized)
+11.24%
10 Years (annualized)
+10.65%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHIX 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)
+25.86%
Peer Avg (YTD)
+12.44%
vs Peers
+13.42%

KDHIX Mutual Fund Performance

KDHIX performance across multiple time periods: 1-month 10.76%, YTD 25.86%, 1-year 33.41%, 3-year 18.10%, 5-year 11.24%, 10-year 10.65%.

KDHIX returns outperform the peer average of 12.44% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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