KVALX Mutual Fund

KVALX Mutual Fund

NAV$15.16
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Returns Overview

1 Month
+4.35%
3 Months
-0.58%
6 Months
+6.22%
YTD
+23.08%
1 Year
+25.20%
3 Years (annualized)
+21.50%

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
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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
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+23.08%
Peer Avg (YTD)
+12.21%
vs Peers
+10.87%

KVALX Mutual Fund Performance

KVALX performance across multiple time periods: 1-month 4.35%, YTD 23.08%, 1-year 25.20%, 3-year 21.50%.

KVALX returns outperform the peer average of 12.21% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

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