KSMUX Mutual Fund

KSMUX Mutual Fund

NAV$9.51
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Returns Overview

1 Month
+0.89%
3 Months
+2.83%
6 Months
+2.90%
YTD
+3.01%
1 Year
+7.98%
3 Years (annualized)
+2.80%
5 Years (annualized)
-0.06%
10 Years (annualized)
+1.09%

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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Municipal Bond Index
This Mutual Fund (YTD)
+3.01%
Peer Avg (YTD)
+1.79%
vs Peers
+1.22%

KSMUX Mutual Fund Performance

KSMUX performance across multiple time periods: 1-month 0.89%, YTD 3.01%, 1-year 7.98%, 3-year 2.80%, 5-year -0.06%, 10-year 1.09%.

KSMUX returns outperform the peer average of 1.79% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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