KDHSX Mutual Fund

KDHSX Mutual Fund

NAV$55.50
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Returns Overview

1 Month
-6.21%
3 Months
+3.78%
6 Months
+11.64%
YTD
+13.61%
1 Year
+17.73%
3 Years (annualized)
+14.21%
5 Years (annualized)
+9.73%
10 Years (annualized)
+9.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHSX 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)
+13.61%
Peer Avg (YTD)
+10.00%
vs Peers
+3.61%

KDHSX Mutual Fund Performance

KDHSX performance across multiple time periods: 1-month -6.21%, YTD 13.61%, 1-year 17.73%, 3-year 14.21%, 5-year 9.73%, 10-year 9.99%.

KDHSX returns outperform the peer average of 10.00% YTD. With an expense ratio of 0.78%, investors should weigh costs against performance when evaluating this mutual fund.

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