KDHSX Mutual Fund

NAV$57.47

Returns Overview

1 Month
-0.52%
3 Months
+7.58%
6 Months
+10.45%
YTD
+9.47%
1 Year
+18.03%
3 Years (annualized)
+11.00%
5 Years (annualized)
+8.02%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHSX 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)
+9.47%
Peer Avg (YTD)
+9.49%
vs Peers
-0.02%

KDHSX Mutual Fund Performance

KDHSX performance across multiple time periods: 1-month -0.52%, YTD 9.47%, 1-year 18.03%, 3-year 11.00%, 5-year 8.02%, 10-year 9.29%.

KDHSX returns trail the peer average of 9.49% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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