KDHSX Mutual Fund

KDHSX Mutual Fund

NAV$58.57
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Returns Overview

1 Month
+7.20%
3 Months
+12.35%
6 Months
+11.01%
YTD
+18.40%
1 Year
+25.09%
3 Years (annualized)
+12.38%
5 Years (annualized)
+9.39%
10 Years (annualized)
+9.66%

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
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📉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)
+18.40%
Peer Avg (YTD)
+11.41%
vs Peers
+6.99%

KDHSX Mutual Fund Performance

KDHSX performance across multiple time periods: 1-month 7.20%, YTD 18.40%, 1-year 25.09%, 3-year 12.38%, 5-year 9.39%, 10-year 9.66%.

KDHSX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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