KVALX Mutual Fund

KVALX Mutual Fund

NAV$15.61
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Returns Overview

1 Month
-1.53%
3 Months
+6.85%
6 Months
+14.44%
YTD
+23.80%
1 Year
+30.14%
3 Years (annualized)
+16.36%

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)
+23.80%
Peer Avg (YTD)
+15.31%
vs Peers
+8.49%

KVALX Mutual Fund Performance

KVALX performance across multiple time periods: 1-month -1.53%, YTD 23.80%, 1-year 30.14%, 3-year 16.36%.

KVALX returns outperform the peer average of 15.31% 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.