KMDIX Mutual Fund

KMDIX Mutual Fund

NAV$35.11
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Returns Overview

1 Month
+5.94%
3 Months
-0.64%
6 Months
+2.49%
YTD
+14.72%
1 Year
+15.59%
3 Years (annualized)
+19.28%
5 Years (annualized)
+9.00%
10 Years (annualized)
+9.90%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMDIX 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

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell Midcap Value Index
This Mutual Fund (YTD)
+14.72%
Peer Avg (YTD)
+10.76%
vs Peers
+3.96%

KMDIX Mutual Fund Performance

KMDIX performance across multiple time periods: 1-month 5.94%, YTD 14.72%, 1-year 15.59%, 3-year 19.28%, 5-year 9.00%, 10-year 9.90%.

KMDIX returns outperform the peer average of 10.76% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

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