KSDVX Mutual Fund

KSDVX Mutual Fund

NAV$20.05
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Returns Overview

1 Month
+4.94%
3 Months
+0.40%
6 Months
+3.82%
YTD
+20.95%
1 Year
+23.27%
3 Years (annualized)
+20.27%
5 Years (annualized)
+9.46%
10 Years (annualized)
+9.64%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSDVX 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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+20.95%
Peer Avg (YTD)
+12.21%
vs Peers
+8.74%

KSDVX Mutual Fund Performance

KSDVX performance across multiple time periods: 1-month 4.94%, YTD 20.95%, 1-year 23.27%, 3-year 20.27%, 5-year 9.46%, 10-year 9.64%.

KSDVX returns outperform the peer average of 12.21% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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