KSMIX Mutual Fund

KSMIX Mutual Fund

NAV$10.62
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Returns Overview

1 Month
+0.75%
3 Months
+2.89%
6 Months
+12.17%
YTD
+17.73%
1 Year
+22.76%
3 Years (annualized)
+16.09%
5 Years (annualized)
+9.93%
10 Years (annualized)
+9.95%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSMIX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+17.73%
Peer Avg (YTD)
+9.54%
vs Peers
+8.19%

KSMIX Mutual Fund Performance

KSMIX performance across multiple time periods: 1-month 0.75%, YTD 17.73%, 1-year 22.76%, 3-year 16.09%, 5-year 9.93%, 10-year 9.95%.

KSMIX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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