KDHIX Mutual Fund

NAV$57.50

Returns Overview

1 Month
-0.50%
3 Months
+7.60%
6 Months
+10.47%
YTD
+9.50%
1 Year
+18.05%
3 Years (annualized)
+11.03%
5 Years (annualized)
+8.06%
10 Years (annualized)
+9.27%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

Loading chart data...

3 Months Performance

Loading chart data...

6 Months Performance

Loading chart data...

1 Year Performance

Loading chart data...

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+9.50%
Peer Avg (YTD)
+9.49%
vs Peers
+0.01%

KDHIX Mutual Fund Performance

KDHIX performance across multiple time periods: 1-month -0.50%, YTD 9.50%, 1-year 18.05%, 3-year 11.03%, 5-year 8.06%, 10-year 9.27%.

KDHIX returns outperform the peer average of 9.49% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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