KSOCX Mutual Fund

KSOCX Mutual Fund

NAV$165.27
See how much of KSOCX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-4.55%
3 Months
-4.86%
6 Months
+7.97%
YTD
+22.25%
1 Year
+14.65%
3 Years (annualized)
+24.15%
5 Years (annualized)
+14.39%
10 Years (annualized)
+18.88%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

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)
+22.25%
Peer Avg (YTD)
+19.98%
vs Peers
+2.27%

KSOCX Mutual Fund Performance

KSOCX performance across multiple time periods: 1-month -4.55%, YTD 22.25%, 1-year 14.65%, 3-year 24.15%, 5-year 14.39%, 10-year 18.88%.

KSOCX returns outperform the peer average of 19.98% 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.