KSDIX Mutual Fund

KSDIX Mutual Fund

NAV$19.71
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Returns Overview

1 Month
+0.54%
3 Months
+6.71%
6 Months
+9.20%
YTD
+22.78%
1 Year
+20.74%
3 Years (annualized)
+24.99%
5 Years (annualized)
+20.32%
10 Years (annualized)
+17.23%

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)
+22.78%
Peer Avg (YTD)
+15.20%
vs Peers
+7.58%

KSDIX Mutual Fund Performance

KSDIX performance across multiple time periods: 1-month 0.54%, YTD 22.78%, 1-year 20.74%, 3-year 24.99%, 5-year 20.32%, 10-year 17.23%.

KSDIX returns outperform the peer average of 15.20% 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.