KCGVX Mutual Fund

NAV$17.14

Returns Overview

1 Month
+0.97%
3 Months
+5.53%
6 Months
+7.19%
YTD
+7.19%
1 Year
+21.31%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCGVX 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

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)

KCGVX Mutual Fund Performance

KCGVX performance across multiple time periods: 1-month 0.97%, YTD 7.19%, 1-year 21.31%.

KCGVX returns can be compared against peers and benchmarks. With an expense ratio of 1.15%, investors should weigh costs against performance when evaluating this mutual fund.

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