KYSMX Mutual Fund

KYSMX Mutual Fund

NAV$5.12
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Returns Overview

1 Month
-0.21%
3 Months
-0.06%
6 Months
+0.68%
YTD
+0.52%
1 Year
+2.54%
3 Years (annualized)
+1.94%
5 Years (annualized)
+1.04%
10 Years (annualized)
+1.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KYSMX 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
Bloomberg Municipal Bond index(BBGMBI)
This Mutual Fund (YTD)
+0.52%
Peer Avg (YTD)
-1.27%
vs Peers
+1.79%

KYSMX Mutual Fund Performance

KYSMX performance across multiple time periods: 1-month -0.21%, YTD 0.52%, 1-year 2.54%, 3-year 1.94%, 5-year 1.04%, 10-year 1.26%.

KYSMX returns outperform the peer average of -1.27% YTD. With an expense ratio of 0.81%, investors should weigh costs against performance when evaluating this mutual fund.

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