KMDVX Mutual Fund

KMDVX Mutual Fund

NAV$33.08
See how much of KMDVX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-0.03%
3 Months
+4.39%
6 Months
+3.88%
YTD
+14.37%
1 Year
+14.68%
3 Years (annualized)
+22.24%
5 Years (annualized)
+15.14%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMDVX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+14.37%
Peer Avg (YTD)
+9.89%
vs Peers
+4.48%

KMDVX Mutual Fund Performance

KMDVX performance across multiple time periods: 1-month -0.03%, YTD 14.37%, 1-year 14.68%, 3-year 22.24%, 5-year 15.14%, 10-year 13.33%.

KMDVX returns outperform the peer average of 9.89% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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