KMDIX Mutual Fund

NAV$35.19

Returns Overview

1 Month
+4.86%
3 Months
+11.75%
6 Months
+16.16%
YTD
+14.65%
1 Year
+20.74%
3 Years (annualized)
+14.87%
5 Years (annualized)
+9.67%
10 Years (annualized)
+10.23%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMDIX 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 Midcap Value Index
This Mutual Fund (YTD)
+14.65%
Peer Avg (YTD)
+10.82%
vs Peers
+3.83%

KMDIX Mutual Fund Performance

KMDIX performance across multiple time periods: 1-month 4.86%, YTD 14.65%, 1-year 20.74%, 3-year 14.87%, 5-year 9.67%, 10-year 10.23%.

KMDIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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