KSMVX Mutual Fund

KSMVX Mutual Fund

NAV$10.27
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Returns Overview

1 Month
+0.78%
3 Months
+2.90%
6 Months
+12.09%
YTD
+17.60%
1 Year
+22.63%
3 Years (annualized)
+15.83%
5 Years (annualized)
+9.67%
10 Years (annualized)
+9.68%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSMVX 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)
+17.60%
Peer Avg (YTD)
+9.54%
vs Peers
+8.06%

KSMVX Mutual Fund Performance

KSMVX performance across multiple time periods: 1-month 0.78%, YTD 17.60%, 1-year 22.63%, 3-year 15.83%, 5-year 9.67%, 10-year 9.68%.

KSMVX returns outperform the peer average of 9.54% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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