KSOCX Mutual Fund

KSOCX Mutual Fund

NAV$152.98
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Returns Overview

1 Month
-1.88%
3 Months
-0.69%
6 Months
-15.43%
YTD
+19.96%
1 Year
+13.43%
3 Years (annualized)
+19.79%
5 Years (annualized)
+15.12%
10 Years (annualized)
+18.51%

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
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)
+19.96%
Peer Avg (YTD)
+25.30%
vs Peers
-5.34%

KSOCX Mutual Fund Performance

KSOCX performance across multiple time periods: 1-month -1.88%, YTD 19.96%, 1-year 13.43%, 3-year 19.79%, 5-year 15.12%, 10-year 18.51%.

KSOCX returns trail the peer average of 25.30% 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.