KMVAX Mutual Fund

KMVAX Mutual Fund

NAV$36.40
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Returns Overview

1 Month
-2.11%
3 Months
-4.51%
6 Months
+0.58%
YTD
+8.61%
1 Year
+4.49%
3 Years (annualized)
+18.15%
5 Years (annualized)
+12.90%
10 Years (annualized)
+13.28%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+8.61%
Peer Avg (YTD)
+9.89%
vs Peers
-1.28%

KMVAX Mutual Fund Performance

KMVAX performance across multiple time periods: 1-month -2.11%, YTD 8.61%, 1-year 4.49%, 3-year 18.15%, 5-year 12.90%, 10-year 13.28%.

KMVAX returns trail the peer average of 9.89% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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