KCGSX Mutual Fund

KCGSX Mutual Fund

NAV$26.25
See how much of KCGSX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.91%
3 Months
+4.39%
6 Months
+9.82%
YTD
+9.16%
1 Year
+18.72%
3 Years (annualized)
+21.07%
5 Years (annualized)
+10.83%
10 Years (annualized)
+14.78%

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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+9.16%
Peer Avg (YTD)
+6.23%
vs Peers
+2.93%

KCGSX Mutual Fund Performance

KCGSX performance across multiple time periods: 1-month -1.91%, YTD 9.16%, 1-year 18.72%, 3-year 21.07%, 5-year 10.83%, 10-year 14.78%.

KCGSX returns outperform the peer average of 6.23% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.

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