KMDVX Mutual Fund

KMDVX Mutual Fund

NAV$33.48
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Returns Overview

1 Month
-6.20%
3 Months
-6.85%
6 Months
+4.07%
YTD
+6.69%
1 Year
+7.09%
3 Years (annualized)
+22.24%
5 Years (annualized)
+15.14%
10 Years (annualized)
+13.33%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMDVX 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 Midcap Value Index
This Mutual Fund (YTD)
+6.69%
Peer Avg (YTD)
+6.72%
vs Peers
-0.03%

KMDVX Mutual Fund Performance

KMDVX performance across multiple time periods: 1-month -6.20%, YTD 6.69%, 1-year 7.09%, 3-year 22.24%, 5-year 15.14%, 10-year 13.33%.

KMDVX returns trail the peer average of 6.72% YTD. With an expense ratio of 1.20%, investors should weigh costs against performance when evaluating this mutual fund.

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