KSDIX Mutual Fund

KSDIX Mutual Fund

NAV$20.64
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Returns Overview

1 Month
+1.00%
3 Months
+3.46%
6 Months
+13.51%
YTD
+21.67%
1 Year
+29.19%
3 Years (annualized)
+15.48%
5 Years (annualized)
+10.21%
10 Years (annualized)
+9.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSDIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+21.67%
Peer Avg (YTD)
+15.31%
vs Peers
+6.36%

KSDIX Mutual Fund Performance

KSDIX performance across multiple time periods: 1-month 1.00%, YTD 21.67%, 1-year 29.19%, 3-year 15.48%, 5-year 10.21%, 10-year 9.92%.

KSDIX returns outperform the peer average of 15.31% YTD. With an expense ratio of 1.04%, investors should weigh costs against performance when evaluating this mutual fund.

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