KMDIX Mutual Fund

KMDIX Mutual Fund

NAV$34.03
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Returns Overview

1 Month
-0.60%
3 Months
+3.16%
6 Months
+10.54%
YTD
+15.46%
1 Year
+18.47%
3 Years (annualized)
+14.81%
5 Years (annualized)
+10.56%
10 Years (annualized)
+10.17%

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
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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 Midcap Value Index
This Mutual Fund (YTD)
+15.46%
Peer Avg (YTD)
+9.54%
vs Peers
+5.92%

KMDIX Mutual Fund Performance

KMDIX performance across multiple time periods: 1-month -0.60%, YTD 15.46%, 1-year 18.47%, 3-year 14.81%, 5-year 10.56%, 10-year 10.17%.

KMDIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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