KDHAX Mutual Fund

NAV$56.89

Returns Overview

1 Month
+7.36%
3 Months
+14.65%
6 Months
+12.59%
YTD
+17.01%
1 Year
+17.76%
3 Years (annualized)
+10.74%
5 Years (annualized)
+7.77%
10 Years (annualized)
+8.99%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KDHAX 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
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📉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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 1000 Index(^RUI)
This Mutual Fund (YTD)
+17.01%
Peer Avg (YTD)
+9.49%
vs Peers
+7.52%

KDHAX Mutual Fund Performance

KDHAX performance across multiple time periods: 1-month 7.36%, YTD 17.01%, 1-year 17.76%, 3-year 10.74%, 5-year 7.77%, 10-year 8.99%.

KDHAX returns outperform the peer average of 9.49% YTD. With an expense ratio of 1.02%, investors should weigh costs against performance when evaluating this mutual fund.

KDHAX performance comparison shows side-by-side returns with another fund. KDHAX alternatives are available in the Mutual Fund Screener.