KMDVX Mutual Fund

KMDVX Mutual Fund

NAV$35.28
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Returns Overview

1 Month
+5.89%
3 Months
-0.71%
6 Months
+2.61%
YTD
+13.60%
1 Year
+15.26%
3 Years (annualized)
+18.97%
5 Years (annualized)
+9.59%
10 Years (annualized)
+10.05%

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
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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)
+13.60%
Peer Avg (YTD)
+10.76%
vs Peers
+2.84%

KMDVX Mutual Fund Performance

KMDVX performance across multiple time periods: 1-month 5.89%, YTD 13.60%, 1-year 15.26%, 3-year 18.97%, 5-year 9.59%, 10-year 10.05%.

KMDVX returns outperform the peer average of 10.76% 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.