KSOCX Mutual Fund

KSOCX Mutual Fund

NAV$135.59
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Returns Overview

1 Month
+2.14%
3 Months
-9.58%
6 Months
-13.98%
YTD
+8.28%
1 Year
+3.51%
3 Years (annualized)
+17.58%
5 Years (annualized)
+12.82%
10 Years (annualized)
+16.86%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSOCX 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)
+8.28%
Peer Avg (YTD)
+25.52%
vs Peers
-17.24%

KSOCX Mutual Fund Performance

KSOCX performance across multiple time periods: 1-month 2.14%, YTD 8.28%, 1-year 3.51%, 3-year 17.58%, 5-year 12.82%, 10-year 16.86%.

KSOCX returns trail the peer average of 25.52% YTD. With an expense ratio of 2.39%, investors should weigh costs against performance when evaluating this mutual fund.

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