KSMUX Mutual Fund

KSMUX Mutual Fund

NAV$9.05
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Returns Overview

1 Month
-4.09%
3 Months
-6.54%
6 Months
-3.89%
YTD
-3.72%
1 Year
-1.90%
3 Years (annualized)
+2.39%
5 Years (annualized)
-0.61%
10 Years (annualized)
+0.84%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSMUX 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
PROUpgrade to run
🏦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 US Municipal Bond Index
This Mutual Fund (YTD)
-3.72%
Peer Avg (YTD)
-3.84%
vs Peers
+0.12%

KSMUX Mutual Fund Performance

KSMUX performance across multiple time periods: 1-month -4.09%, YTD -3.72%, 1-year -1.90%, 3-year 2.39%, 5-year -0.61%, 10-year 0.84%.

KSMUX returns outperform the peer average of -3.84% YTD. With an expense ratio of 0.98%, investors should weigh costs against performance when evaluating this mutual fund.

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