KSOAX Mutual Fund

KSOAX Mutual Fund

NAV$164.97
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Returns Overview

1 Month
-1.83%
3 Months
-0.57%
6 Months
-15.22%
YTD
+20.36%
1 Year
+13.99%
3 Years (annualized)
+24.22%
5 Years (annualized)
+18.21%
10 Years (annualized)
+20.39%

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)
+20.36%
Peer Avg (YTD)
+25.30%
vs Peers
-4.94%

KSOAX Mutual Fund Performance

KSOAX performance across multiple time periods: 1-month -1.83%, YTD 20.36%, 1-year 13.99%, 3-year 24.22%, 5-year 18.21%, 10-year 20.39%.

KSOAX returns trail the peer average of 25.30% 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.