KSMUX Mutual Fund

KSMUX Mutual Fund

NAV$9.42
See how much of KSMUX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-2.00%
3 Months
-0.74%
6 Months
-0.05%
YTD
+0.95%
1 Year
+6.33%
3 Years (annualized)
+1.98%
5 Years (annualized)
-0.60%
10 Years (annualized)
+0.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSMUX 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
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+0.95%
Peer Avg (YTD)
+0.23%
vs Peers
+0.72%

KSMUX Mutual Fund Performance

KSMUX performance across multiple time periods: 1-month -2.00%, YTD 0.95%, 1-year 6.33%, 3-year 1.98%, 5-year -0.60%, 10-year 0.90%.

KSMUX returns outperform the peer average of 0.23% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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