KDHIX Mutual Fund

KDHIX Mutual Fund

NAV$55.53
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Returns Overview

1 Month
-6.21%
3 Months
+3.77%
6 Months
+11.65%
YTD
+13.63%
1 Year
+17.75%
3 Years (annualized)
+14.23%
5 Years (annualized)
+9.77%
10 Years (annualized)
+9.98%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHIX 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
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+13.63%
Peer Avg (YTD)
+10.00%
vs Peers
+3.63%

KDHIX Mutual Fund Performance

KDHIX performance across multiple time periods: 1-month -6.21%, YTD 13.63%, 1-year 17.75%, 3-year 14.23%, 5-year 9.77%, 10-year 9.98%.

KDHIX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.76%, investors should weigh costs against performance when evaluating this mutual fund.

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