KSMIX Mutual Fund

KSMIX Mutual Fund

NAV$10.09
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Returns Overview

1 Month
-1.50%
3 Months
+2.53%
6 Months
+2.63%
YTD
+15.97%
1 Year
+15.85%
3 Years (annualized)
+13.58%
5 Years (annualized)
+7.80%
10 Years (annualized)
+9.60%

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
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📉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)
+15.97%
Peer Avg (YTD)
+9.89%
vs Peers
+6.08%

KSMIX Mutual Fund Performance

KSMIX performance across multiple time periods: 1-month -1.50%, YTD 15.97%, 1-year 15.85%, 3-year 13.58%, 5-year 7.80%, 10-year 9.60%.

KSMIX returns outperform the peer average of 9.89% 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.