KSMIX Mutual Fund

KSMIX Mutual Fund

NAV$10.84
See inside every fund you own
$149/yr Pro · Cancel anytime
X-ray my whole portfolio

Returns Overview

1 Month
+3.31%
3 Months
+10.29%
6 Months
+16.85%
YTD
+15.45%
1 Year
+26.19%
3 Years (annualized)
+14.66%
5 Years (annualized)
+7.95%
10 Years (annualized)
+10.39%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.45%
Peer Avg (YTD)
+10.82%
vs Peers
+4.64%

KSMIX Mutual Fund Performance

KSMIX performance across multiple time periods: 1-month 3.31%, YTD 15.45%, 1-year 26.19%, 3-year 14.66%, 5-year 7.95%, 10-year 10.39%.

KSMIX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.18%, investors should weigh costs against performance when evaluating this mutual fund.

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