KVALX Mutual Fund

NAV$15.69

Returns Overview

1 Month
+8.06%
3 Months
+18.15%
6 Months
+25.72%
YTD
+25.72%
1 Year
+38.55%
3 Years (annualized)
+22.44%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KVALX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+25.72%
Peer Avg (YTD)
+18.52%
vs Peers
+7.20%

KVALX Mutual Fund Performance

KVALX performance across multiple time periods: 1-month 8.06%, YTD 25.72%, 1-year 38.55%, 3-year 22.44%.

KVALX returns outperform the peer average of 18.52% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

KVALX performance comparison shows side-by-side returns with another fund. KVALX alternatives are available in the Mutual Fund Screener.