KSOAX Mutual Fund

KSOAX Mutual Fund

NAV$177.43
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Returns Overview

1 Month
-4.51%
3 Months
-4.75%
6 Months
+8.24%
YTD
+22.61%
1 Year
+15.23%
3 Years (annualized)
+24.77%
5 Years (annualized)
+14.97%
10 Years (annualized)
+18.81%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSOAX 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
S&P 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+22.61%
Peer Avg (YTD)
+19.98%
vs Peers
+2.63%

KSOAX Mutual Fund Performance

KSOAX performance across multiple time periods: 1-month -4.51%, YTD 22.61%, 1-year 15.23%, 3-year 24.77%, 5-year 14.97%, 10-year 18.81%.

KSOAX returns outperform the peer average of 19.98% YTD. With an expense ratio of 1.89%, investors should weigh costs against performance when evaluating this mutual fund.

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