KCGSX Mutual Fund

KCGSX Mutual Fund

NAV$26.87
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Returns Overview

1 Month
-0.83%
3 Months
+20.91%
6 Months
+11.29%
YTD
+11.29%
1 Year
+25.01%
3 Years (annualized)
+22.92%
5 Years (annualized)
+14.44%
10 Years (annualized)
+17.53%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCGSX 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)
+11.29%
Peer Avg (YTD)
+8.97%
vs Peers
+2.32%

KCGSX Mutual Fund Performance

KCGSX performance across multiple time periods: 1-month -0.83%, YTD 11.29%, 1-year 25.01%, 3-year 22.92%, 5-year 14.44%, 10-year 17.53%.

KCGSX returns outperform the peer average of 8.97% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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