KSCOX Mutual Fund

KSCOX Mutual Fund

NAV$153.22
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Returns Overview

1 Month
-9.73%
3 Months
-15.34%
6 Months
-17.12%
YTD
+8.83%
1 Year
+3.13%
3 Years (annualized)
+17.59%
5 Years (annualized)
+15.16%
10 Years (annualized)
+17.60%

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
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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 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+8.83%
Peer Avg (YTD)
+19.29%
vs Peers
-10.46%

KSCOX Mutual Fund Performance

KSCOX performance across multiple time periods: 1-month -9.73%, YTD 8.83%, 1-year 3.13%, 3-year 17.59%, 5-year 15.16%, 10-year 17.60%.

KSCOX returns trail the peer average of 19.29% YTD. With an expense ratio of 1.64%, investors should weigh costs against performance when evaluating this mutual fund.

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