KMVAX Mutual Fund

NAV$39.45

Returns Overview

1 Month
-0.80%
3 Months
+0.56%
6 Months
+8.20%
YTD
+11.35%
1 Year
+18.52%
3 Years (annualized)
+21.18%
5 Years (annualized)
+15.39%
10 Years (annualized)
+15.00%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KMVAX 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
S&P 500 Index(SPX)
This Mutual Fund (YTD)
+11.35%
Peer Avg (YTD)
+10.82%
vs Peers
+0.53%

KMVAX Mutual Fund Performance

KMVAX performance across multiple time periods: 1-month -0.80%, YTD 11.35%, 1-year 18.52%, 3-year 21.18%, 5-year 15.39%, 10-year 15.00%.

KMVAX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.35%, investors should weigh costs against performance when evaluating this mutual fund.

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