KCLIX Mutual Fund

KCLIX Mutual Fund

NAV$9.61
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Returns Overview

1 Month
+0.84%
3 Months
+0.50%
6 Months
+1.09%
YTD
+1.69%
1 Year
+2.41%
3 Years (annualized)
+4.56%
5 Years (annualized)
+2.37%
10 Years (annualized)
+2.14%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would KCLIX 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
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg Barclays 1-3 Year US Government/ Credit Bond Index(I03799US)
This Mutual Fund (YTD)
+1.69%
Peer Avg (YTD)
+1.93%
vs Peers
-0.24%

KCLIX Mutual Fund Performance

KCLIX performance across multiple time periods: 1-month 0.84%, YTD 1.69%, 1-year 2.41%, 3-year 4.56%, 5-year 2.37%, 10-year 2.14%.

KCLIX returns trail the peer average of 1.93% YTD. With an expense ratio of 0.50%, investors should weigh costs against performance when evaluating this mutual fund.

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