KSDVX Mutual Fund

NAV$20.24

Returns Overview

1 Month
+1.35%
3 Months
+3.64%
6 Months
+12.44%
YTD
+19.34%
1 Year
+30.93%
3 Years (annualized)
+16.05%
5 Years (annualized)
+11.24%
10 Years (annualized)
+10.80%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KSDVX 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
🔒Upgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
🔒Upgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
🔒Upgrade to run

1 Month Performance

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+19.34%
Peer Avg (YTD)
+18.52%
vs Peers
+0.81%

KSDVX Mutual Fund Performance

KSDVX performance across multiple time periods: 1-month 1.35%, YTD 19.34%, 1-year 30.93%, 3-year 16.05%, 5-year 11.24%, 10-year 10.80%.

KSDVX returns outperform the peer average of 18.52% YTD. With an expense ratio of 1.29%, investors should weigh costs against performance when evaluating this mutual fund.

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