KSOAX Mutual Fund

KSOAX Mutual Fund

NAV$146.30
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Returns Overview

1 Month
-9.75%
3 Months
-15.40%
6 Months
-17.23%
YTD
+8.63%
1 Year
+2.68%
3 Years (annualized)
+17.30%
5 Years (annualized)
+14.88%
10 Years (annualized)
+17.30%

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
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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
S&P 600 Small Cap Index(^SML:SP)
This Mutual Fund (YTD)
+8.63%
Peer Avg (YTD)
+19.29%
vs Peers
-10.66%

KSOAX Mutual Fund Performance

KSOAX performance across multiple time periods: 1-month -9.75%, YTD 8.63%, 1-year 2.68%, 3-year 17.30%, 5-year 14.88%, 10-year 17.30%.

KSOAX returns trail the peer average of 19.29% 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.