KSCOX Mutual Fund

NAV$180.25

Returns Overview

1 Month
+6.09%
3 Months
-2.10%
6 Months
+28.55%
YTD
+25.92%
1 Year
+16.17%
3 Years (annualized)
+27.64%
5 Years (annualized)
+14.41%
10 Years (annualized)
+19.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSCOX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
S&P 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+25.92%
Peer Avg (YTD)
+14.02%
vs Peers
+11.90%

KSCOX Mutual Fund Performance

KSCOX performance across multiple time periods: 1-month 6.09%, YTD 25.92%, 1-year 16.17%, 3-year 27.64%, 5-year 14.41%, 10-year 19.84%.

KSCOX returns outperform the peer average of 14.02% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

KSCOX performance comparison shows side-by-side returns with another fund. KSCOX alternatives are available in the Mutual Fund Screener.