KMVAX Mutual Fund

KMVAX Mutual Fund

NAV$40.28
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Returns Overview

1 Month
-3.85%
3 Months
-2.14%
6 Months
+7.07%
YTD
+10.95%
1 Year
+8.87%
3 Years (annualized)
+18.42%
5 Years (annualized)
+12.25%
10 Years (annualized)
+10.92%

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)
+10.95%
Peer Avg (YTD)
+9.54%
vs Peers
+1.41%

KMVAX Mutual Fund Performance

KMVAX performance across multiple time periods: 1-month -3.85%, YTD 10.95%, 1-year 8.87%, 3-year 18.42%, 5-year 12.25%, 10-year 10.92%.

KMVAX returns outperform the peer average of 9.54% 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.