KSMVX Mutual Fund

NAV$10.28

Returns Overview

1 Month
+3.24%
3 Months
+10.26%
6 Months
+16.69%
YTD
+15.24%
1 Year
+25.92%
3 Years (annualized)
+14.38%
5 Years (annualized)
+7.69%
10 Years (annualized)
+10.11%

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
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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 2500 Value Index(^R25IV)
This Mutual Fund (YTD)
+15.24%
Peer Avg (YTD)
+10.82%
vs Peers
+4.42%

KSMVX Mutual Fund Performance

KSMVX performance across multiple time periods: 1-month 3.24%, YTD 15.24%, 1-year 25.92%, 3-year 14.38%, 5-year 7.69%, 10-year 10.11%.

KSMVX returns outperform the peer average of 10.82% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

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