KSMVX Mutual Fund

KSMVX Mutual Fund

NAV$9.74
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Returns Overview

1 Month
-6.32%
3 Months
-7.05%
6 Months
+2.48%
YTD
+7.11%
1 Year
+18.15%
3 Years (annualized)
+27.43%
5 Years (annualized)
+23.23%
10 Years (annualized)
+22.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSMVX 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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+7.11%
Peer Avg (YTD)
+6.72%
vs Peers
+0.39%

KSMVX Mutual Fund Performance

KSMVX performance across multiple time periods: 1-month -6.32%, YTD 7.11%, 1-year 18.15%, 3-year 27.43%, 5-year 23.23%, 10-year 22.80%.

KSMVX returns outperform the peer average of 6.72% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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