KMVAX Mutual Fund

KMVAX Mutual Fund

NAV$37.09
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Returns Overview

1 Month
+1.93%
3 Months
-5.24%
6 Months
-7.27%
YTD
+4.09%
1 Year
+2.37%
3 Years (annualized)
+20.73%
5 Years (annualized)
+9.73%
10 Years (annualized)
+10.42%

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)
+4.09%
Peer Avg (YTD)
+8.01%
vs Peers
-3.91%

KMVAX Mutual Fund Performance

KMVAX performance across multiple time periods: 1-month 1.93%, YTD 4.09%, 1-year 2.37%, 3-year 20.73%, 5-year 9.73%, 10-year 10.42%.

KMVAX returns trail the peer average of 8.01% 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.