KCGIX Mutual Fund

KCGIX Mutual Fund

NAV$26.70
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Returns Overview

1 Month
-1.90%
3 Months
+4.40%
6 Months
+9.86%
YTD
+9.21%
1 Year
+18.80%
3 Years (annualized)
+21.15%
5 Years (annualized)
+10.94%
10 Years (annualized)
+14.89%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCGIX 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
PROUpgrade to run
📉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 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.21%
Peer Avg (YTD)
+6.23%
vs Peers
+2.98%

KCGIX Mutual Fund Performance

KCGIX performance across multiple time periods: 1-month -1.90%, YTD 9.21%, 1-year 18.80%, 3-year 21.15%, 5-year 10.94%, 10-year 14.89%.

KCGIX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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